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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
276
Prudential Financial
New Jersey
$400K
SHGA
277
Sand Hill Global Advisors
California
$394K +$427K +4,702 New
BFEC
278
Benjamin F. Edwards & Company
Missouri
$383K -$908 -10 -0.2%
BCI
279
Brinker Capital Investments
Pennsylvania
$383K -$30.4K -335 -7%
OPS
280
Orion Portfolio Solutions
Nebraska
$383K -$30.4K -335 -7%
PMSA
281
Patrick M. Sweeney & Associates
Illinois
$378K
EIG
282
Ellenbecker Investment Group
Wisconsin
$378K
IF
283
Intrua Financial
Texas
$377K -$57.5K -633 -12%
RP
284
Rowlandmiller & Partners
Georgia
$375K
SWM
285
Silverlake Wealth Management
Vermont
$372K +$454 +5 +0.1%
ACM
286
Avalon Capital Management
California
$365K
BFO
287
Biltmore Family Office
North Carolina
$364K +$1.18K +13 +0.3%
MFG
288
Merit Financial Group
Georgia
$364K +$10.2K +112 +3%
SW
289
SlateStone Wealth
Florida
$359K +$61.5K +677 +19%
IWC
290
Integrated Wealth Concepts
Massachusetts
$354K -$37.7K -415 -9%
SSA
291
Schonfeld Strategic Advisors
New York
$352K +$381K +4,200 New
WIA
292
World Investment Advisors
California
$351K +$45.4K +500 +14%
SC
293
Savant Capital
Illinois
$349K +$378K +4,162 New
DMIC
294
Dixon Mitchell Investment Counsel
British Columbia, Canada
$344K -$117K -1,288 -24%
IGWM
295
ICA Group Wealth Management
Colorado
$337K -$398K -4,385 -52%
BCM
296
Boltwood Capital Management
California
$335K
WPW
297
Watershed Private Wealth
Illinois
$335K
CB
298
Commerce Bank
Missouri
$335K -$726 -8 -0.2%
KA
299
KLCM Advisors
Wisconsin
$331K +$25.4K +280 +8%
EI
300
Ethic Inc
New York
$330K +$358K +3,941 New