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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CW
251
Connectus Wealth
Ohio
$814K -$70.6K -609 -7%
FFM
252
Forum Financial Management
Illinois
$805K – – –
S
253
SignatureFD
Georgia
$778K +$74.1K +639 +11%
GIBU
254
Gulf International Bank (UK)
United Kingdom
$769K – – –
NL
255
NWAM LLC
Washington
$759K +$11.4K +98 +2%
CAM
256
Cresset Asset Management
Illinois
$741K +$23.2K +200 +3%
BB
257
Busey Bank
Illinois
$740K -$45.9K -396 -6%
TT
258
TI-Trust
Illinois
$731K – – –
NAS
259
Nicolet Advisory Services
Wisconsin
$723K -$13K -112 -2%
TWM
260
Tradition Wealth Management
Minnesota
$723K +$105K +904 +17%
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$715K -$1.51K -13 -0.2%
BC
262
Burney Company
Virginia
$713K -$31.6K -273 -4%
N
263
Natixis
France
$706K -$6.65M -57,361 -91%
Vanguard Personalized Indexing Management
264
Vanguard Personalized Indexing Management
California
$687K +$150K +1,295 +29%
Mercer Global Advisors
265
Mercer Global Advisors
Colorado
$680K -$9.04K -78 -1%
VCS
266
Vaughan & Co Securities
New Jersey
$679K – – –
PG
267
Patten Group
Tennessee
$672K +$10.4K +90 +2%
ACA
268
Atlas Capital Advisors
Wyoming
$665K -$19.4K -167 -3%
QP
269
Quilter Plc
United Kingdom
$658K – – –
DADC
270
D.A. Davidson & Co
Montana
$652K – – –
DWT
271
Dorsey & Whitney Trust
South Dakota
$652K +$1.39K +12 +0.2%
PG
272
Pendal Group
Australia
$639K -$2.42M -20,847 -79%
DZ Bank
273
DZ Bank
Germany
$635K -$626K -5,400 -50%
BCI
274
Brinker Capital Investments
Pennsylvania
$631K +$3.36K +29 +0.5%
BPC
275
Banque Pictet & Cie
Switzerland
$605K -$1.54M -13,274 -72%