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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
226
Berger Financial Group
Minnesota
$963K +$63.7K +591 +7%
PA
227
Probity Advisors
Texas
$961K +$7.54K +70 +0.8%
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$958K +$38.8K +360 +4%
IIM
229
Ipswich Investment Management
Massachusetts
$948K – – –
TI
230
Trexquant Investment
Connecticut
$937K +$148K +1,376 +19%
SBH
231
Segall Bryant & Hamill
Illinois
$893K +$2.37K +22 +0.3%
KAS
232
Kestra Advisory Services
Texas
$880K -$7K -65 -0.8%
CW
233
Connectus Wealth
Ohio
$880K +$878K +8,146 New
BFS
234
Baskin Financial Services
Ontario, Canada
$850K -$82.9K -769 -9%
V
235
Veritable
Delaware
$812K – – –
A
236
Astrantus
Cyprus
$803K +$803K +7,455 New
William Blair & Company
237
William Blair & Company
Illinois
$801K -$84.3K -782 -10%
VIA
238
Vident Investment Advisory
Georgia
$793K +$92.9K +862 +13%
Acadian Asset Management
239
Acadian Asset Management
Massachusetts
$790K +$302K +2,800 +62%
MCM
240
Marathon Capital Management
Maryland
$782K +$8.08K +75 +1%
Cambridge Investment Research Advisors
241
Cambridge Investment Research Advisors
Iowa
$777K -$51K -473 -6%
FTDI
242
First Trust Direct Indexing
Massachusetts
$762K +$4.09K +38 +0.5%
CAN
243
Cetera Advisor Networks
California
$748K -$12.4K -115 -2%
FFM
244
Forum Financial Management
Illinois
$736K +$736K +6,828 New
EPFB
245
Employees Provident Fund Board
Malaysia
$733K +$733K +6,800 New
BB
246
Busey Bank
Illinois
$718K +$5.17K +48 +0.7%
CIBC Private Wealth Group
247
CIBC Private Wealth Group
Georgia
$716K +$474K +4,397 +196%
GIBU
248
Gulf International Bank (UK)
United Kingdom
$705K – – –
NAS
249
Nicolet Advisory Services
Wisconsin
$688K – – –
NL
250
NWAM LLC
Washington
$683K -$10.6K -98 -2%