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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
276
Annex Advisory Services
Wisconsin
$257K +$232K +3,384 New
VFA
277
Voya Financial Advisors
Connecticut
$256K -$23.7K -346 -9%
TIM
278
Thompson Investment Management
Wisconsin
$255K -$29K -423 -11%
BNP Paribas Financial Markets
279
BNP Paribas Financial Markets
France
$253K
Cetera Investment Advisers
280
Cetera Investment Advisers
Illinois
$252K +$227K +3,314 New
CCP
281
Corient Capital Partners
California
$252K +$227K +3,318 New
LC
282
Landaas & Company
Wisconsin
$247K -$12.4K -181 -5%
JIC
283
Johnson Investment Counsel
Ohio
$247K +$222K +3,248 New
KA
284
KLCM Advisors
Wisconsin
$245K +$220K +3,221 New
VIA
285
Vident Investment Advisory
Georgia
$245K +$221K +3,231 New
SMC
286
Smith, Moore & Co
Missouri
$240K -$47.1K -688 -18%
JMPWA
287
JP Morgan Private Wealth Advisors
California
$238K +$215K +3,136 New
GAM
288
Griffin Asset Management
New York
$237K +$213K +3,117 New
BBHC
289
Brown Brothers Harriman & Co
New York
$234K
BCA
290
Bay Colony Advisors
Massachusetts
$231K +$208K +3,035 New
KOCAA
291
Knights of Columbus Asset Advisors
Connecticut
$228K
AGA
292
Arkos Global Advisors
Texas
$228K +$205K +3,000 New
RHBC
293
R.H. Bluestein & Co
Michigan
$228K +$205K +3,000 New
SW
294
SVB Wealth
Massachusetts
$223K +$200K +2,928 New
AFC
295
AFT Forsyth & Company
Florida
$223K +$201K +2,936 New
FA
296
FDx Advisors
Illinois
$220K +$198K +2,891 New
BWL
297
Bogart Wealth LLC
Virginia
$217K -$5.27K -77 -3%
EI
298
Ethic Inc
New York
$215K +$193K +2,822 New
SS
299
Simplicity Solutions
Minnesota
$214K +$193K +2,816 New
PP
300
Patten & Patten
Tennessee
$212K +$190K +2,783 New