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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
KOMWMG
276
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$363K +$494 +5 +0.1%
BP
277
Ballentine Partners
Massachusetts
$362K
MJP
278
Michael J. Puzo
$359K
HWAM
279
Hennion & Walsh Asset Management
New Jersey
$359K +$346K +3,503 New
BJL
280
Brighton Jones LLC
Washington
$355K -$19.7K -200 -5%
GL
281
Graypoint LLC
New York
$345K -$10.9K -110 -3%
FA
282
FDx Advisors
Illinois
$344K -$13.9K -141 -4%
SW
283
SVB Wealth
Massachusetts
$343K +$32K +324 +11%
BNP Paribas Financial Markets
284
BNP Paribas Financial Markets
France
$341K
TIM
285
Thompson Investment Management
Wisconsin
$338K
ACS
286
Archford Capital Strategies
Illinois
$338K +$11.3K +114 +4%
KA
287
KLCM Advisors
Wisconsin
$335K -$2.37K -24 -0.7%
NIM
288
NuWave Investment Management
New Jersey
$331K +$319K +3,232 New
GAM
289
Griffin Asset Management
New York
$321K +$691 +7 +0.2%
TSS
290
Two Sigma Securities
New York
$317K +$305K +3,094 New
AP
291
Americana Partners
Texas
$316K +$304K +3,084 New
BCA
292
Bay Colony Advisors
Massachusetts
$311K
RHBC
293
R.H. Bluestein & Co
Michigan
$308K
AFC
294
AFT Forsyth & Company
Florida
$301K
EBT
295
Enterprise Bank & Trust
Massachusetts
$299K +$288K +2,920 New
GLA
296
Good Life Advisors
Pennsylvania
$297K +$17.3K +175 +6%
JMPWA
297
JP Morgan Private Wealth Advisors
California
$291K -$7.4K -75 -3%
LC
298
Landaas & Company
Wisconsin
$290K -$42.3K -429 -13%
BBVA
299
Banco Bilbao Vizcaya Argentaria
Spain
$289K +$279K +2,827 New
PP
300
Patten & Patten
Tennessee
$285K