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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
276
Merit Financial Group
Georgia
$1.17M +$31.6K +201 +3%
DBFM
277
Dickmeyer Boyce Financial Management
Indiana
$1.17M -$32.2K -205 -3%
VIP
278
Viewpoint Investment Partners
Alberta, Canada
$1.15M – – –
SFA
279
Sequoia Financial Advisors
Ohio
$1.14M +$8.17K +52 +0.8%
SPIA
280
Steward Partners Investment Advisory
New York
$1.11M +$183K +1,167 +23%
PC
281
Parrish Capital
Georgia
$1.08M -$128K -816 -12%
CG
282
Caprock Group
Idaho
$1.08M -$9.59K -61 -1%
CAPTRUST Financial Advisors
283
CAPTRUST Financial Advisors
North Carolina
$1.05M -$254K -1,613 -21%
DWT
284
Dorsey & Whitney Trust
South Dakota
$1.04M -$69.9K -445 -7%
HTIM
285
Harbour Trust & Investment Management
Indiana
$1.03M -$12.6K -80 -1%
MCM
286
MAI Capital Management
Ohio
$1.01M +$182K +1,155 +25%
FFA
287
Farther Finance Advisors
California
$1.01M +$110K +701 +14%
TCIIS
288
TIAA-CREF Individual & Institutional Services
New York
$1M -$24.5K -156 -3%
BB
289
Busey Bank
Illinois
$990K -$39.1K -249 -4%
GVAG
290
Great Valley Advisor Group
Delaware
$966K -$18.1K -115 -2%
SHGA
291
Sand Hill Global Advisors
California
$956K – – –
NB
292
Nicolet Bankshares
Wisconsin
$945K -$5.5K -35 -0.6%
BHCM
293
Brevan Howard Capital Management
Jersey
$930K +$828K +5,265 New
QP
294
Quilter Plc
United Kingdom
$930K – – –
HSBC Holdings
295
HSBC Holdings
United Kingdom
$915K +$21.5K +137 +3%
FA
296
Fountainhead AM
New Jersey
$912K -$311K -1,979 -28%
QI
297
Qtron Investments
Massachusetts
$894K +$111K +708 +16%
TWM
298
Tradition Wealth Management
Minnesota
$889K -$71.5K -455 -8%
VCS
299
Vaughan & Co Securities
New Jersey
$882K -$40.6K -258 -5%
WHG
300
Westwood Holdings Group
Texas
$881K +$417K +2,651 +113%