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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
Y-Intercept (HK)
276
Y-Intercept (HK)
Hong Kong
$262K +$237K +3,465 New
Annex Advisory Services
277
Annex Advisory Services
Wisconsin
$257K +$232K +3,384 New
VFA
278
Voya Financial Advisors
Connecticut
$256K -$23.7K -346 -9%
TIM
279
Thompson Investment Management
Wisconsin
$255K -$29K -423 -11%
BNP Paribas Financial Markets
280
BNP Paribas Financial Markets
France
$253K – – –
Cetera Investment Advisers
281
Cetera Investment Advisers
Illinois
$252K +$227K +3,314 New
CCP
282
Corient Capital Partners
California
$252K +$227K +3,318 New
LC
283
Landaas & Company
Wisconsin
$247K -$12.4K -181 -5%
Johnson Investment Counsel
284
Johnson Investment Counsel
Ohio
$247K +$222K +3,248 New
KA
285
KLCM Advisors
Wisconsin
$245K +$220K +3,221 New
Vident Investment Advisory
286
Vident Investment Advisory
Georgia
$245K +$221K +3,231 New
SMC
287
Smith, Moore & Co
Missouri
$240K -$47.1K -688 -18%
JP Morgan Private Wealth Advisors
288
JP Morgan Private Wealth Advisors
California
$238K +$215K +3,136 New
GAM
289
Griffin Asset Management
New York
$237K +$213K +3,117 New
Brown Brothers Harriman & Co
290
Brown Brothers Harriman & Co
New York
$234K – – –
BCA
291
Bay Colony Advisors
Massachusetts
$231K +$208K +3,035 New
KOCAA
292
Knights of Columbus Asset Advisors
Connecticut
$228K – – –
AGA
293
Arkos Global Advisors
Texas
$228K +$205K +3,000 New
RHBC
294
R.H. Bluestein & Co
Michigan
$228K +$205K +3,000 New
SW
295
SVB Wealth
Massachusetts
$223K +$200K +2,928 New
AFC
296
AFT Forsyth & Company
Florida
$223K +$201K +2,936 New
FA
297
FDx Advisors
Illinois
$220K +$198K +2,891 New
Bogart Wealth LLC
298
Bogart Wealth LLC
Virginia
$217K -$5.27K -77 -3%
Ethic Inc
299
Ethic Inc
New York
$215K +$193K +2,822 New
Simplicity Solutions
300
Simplicity Solutions
Minnesota
$214K +$193K +2,816 New