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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
FBFS
251
First Business Financial Services
Wisconsin
$352K
AF
252
Advisornet Financial
Minnesota
$347K -$20.8K -304 -6%
FFN
253
Focus Financial Network
Minnesota
$342K
SAG
254
Spotlight Asset Group
Illinois
$342K
RP
255
Rowlandmiller & Partners
Georgia
$340K
CIBC Private Wealth Group
256
CIBC Private Wealth Group
Georgia
$334K
HF
257
HRT Financial
New York
$330K +$298K +4,347 New
OSAM
258
O'Shaughnessy Asset Management
Connecticut
$324K -$1.8M -26,243 -86%
Mercer Global Advisors
259
Mercer Global Advisors
Colorado
$322K -$10.7K -156 -4%
ONB
260
Old National Bancorp
Indiana
$321K +$24.2K +354 +9%
S
261
SignatureFD
Georgia
$314K +$29.7K +434 +12%
BCM
262
Boltwood Capital Management
California
$304K
AC
263
Athanor Capital
New York
$303K +$273K +3,985 New
NSIM
264
North Star Investment Management
Illinois
$297K +$137 +2 +0.1%
Wolverine Trading
265
Wolverine Trading
Illinois
$290K +$262K +3,825 New
GVAG
266
Great Valley Advisor Group
Delaware
$286K +$3.63K +53 +1%
GL
267
Graypoint LLC
New York
$284K -$135K -1,976 -35%
CAM
268
Cozad Asset Management
Illinois
$283K -$11.8K -173 -4%
SG Americas Securities
269
SG Americas Securities
New York
$279K -$157K -2,298 -38%
BJL
270
Brighton Jones LLC
Washington
$279K -$25.1K -366 -9%
BSW
271
Buckingham Strategic Wealth
Missouri
$275K -$18K -263 -7%
BP
272
Ballentine Partners
Massachusetts
$268K -$1.92K -28 -0.8%
KOMWMG
273
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$268K +$411 +6 +0.2%
MJP
274
Michael J. Puzo
$266K
YIH
275
Y-Intercept (HK)
Hong Kong
$262K +$237K +3,465 New