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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
Ferguson Wellman Capital Management
251
Ferguson Wellman Capital Management
Oregon
$355K – – –
FBFS
252
First Business Financial Services
Wisconsin
$352K – – –
AF
253
Advisornet Financial
Minnesota
$347K -$20.8K -304 -6%
Focus Financial Network
254
Focus Financial Network
Minnesota
$342K – – –
SAG
255
Spotlight Asset Group
Illinois
$342K – – –
RP
256
Rowlandmiller & Partners
Georgia
$340K – – –
CIBC Private Wealth Group
257
CIBC Private Wealth Group
Georgia
$334K – – –
HRT Financial
258
HRT Financial
New York
$330K +$298K +4,347 New
O'Shaughnessy Asset Management
259
O'Shaughnessy Asset Management
Connecticut
$324K -$1.8M -26,243 -86%
Mercer Global Advisors
260
Mercer Global Advisors
Colorado
$322K -$10.7K -156 -4%
Old National Bancorp
261
Old National Bancorp
Indiana
$321K +$24.2K +354 +9%
SignatureFD
262
SignatureFD
Georgia
$314K +$29.7K +434 +12%
BCM
263
Boltwood Capital Management
California
$304K – – –
AC
264
Athanor Capital
New York
$303K +$273K +3,985 New
NSIM
265
North Star Investment Management
Illinois
$297K +$137 +2 +0.1%
Wolverine Trading
266
Wolverine Trading
Illinois
$290K +$262K +3,825 New
Great Valley Advisor Group
267
Great Valley Advisor Group
Delaware
$286K +$3.63K +53 +1%
GL
268
Graypoint LLC
New York
$284K -$135K -1,976 -35%
CAM
269
Cozad Asset Management
Illinois
$283K -$11.8K -173 -4%
SG Americas Securities
270
SG Americas Securities
New York
$279K -$157K -2,298 -38%
Brighton Jones LLC
271
Brighton Jones LLC
Washington
$279K -$25.1K -366 -9%
Buckingham Strategic Wealth
272
Buckingham Strategic Wealth
Missouri
$275K -$18K -263 -7%
Ballentine Partners
273
Ballentine Partners
Massachusetts
$268K -$1.92K -28 -0.8%
KOMWMG
274
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$268K +$411 +6 +0.2%
MJP
275
Michael J. Puzo
$266K – – –