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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
DWT
276
Dorsey & Whitney Trust
South Dakota
$672K +$806 +8 +0.1%
BB
277
Busey Bank
Illinois
$667K -$5.14K -51 -0.8%
HTIM
278
Harbour Trust & Investment Management
Indiana
$661K -$36.8K -365 -6%
VI
279
Versor Investments
New York
$660K +$600K +5,950 New
SC
280
Savant Capital
Illinois
$652K +$248K +2,462 +72%
FCM
281
Fourpath Capital Management
Oklahoma
$651K -$18.6K -185 -3%
HAG
282
HighPoint Advisor Group
Illinois
$649K +$23.9K +237 +4%
TC
283
Tacita Capital
Ontario, Canada
$636K
TIAA Trust, National Association
284
TIAA Trust, National Association
North Carolina
$626K -$18.2K -181 -3%
IIM
285
Ipswich Investment Management
Massachusetts
$621K
JSSH
286
J. Safra Sarasin Holding
$620K +$6.55K +65 +1%
IAIM
287
International Assets Investment Management
Florida
$612K +$59M +585,236 New
GVAG
288
Great Valley Advisor Group
Delaware
$611K -$110K -1,096 -17%
PP
289
Pacifica Partners
Canada
$607K -$10.1K -100 -2%
NRD
290
Nebula Research & Development
New York
$600K +$126K +1,255 +30%
NAS
291
Nicolet Advisory Services
Wisconsin
$582K -$190K -1,890 -26%
GIM
292
Glenmede Investment Management
Pennsylvania
$563K +$513K +5,089 New
TWM
293
Tradition Wealth Management
Minnesota
$562K +$21.7K +215 +4%
WIA
294
World Investment Advisors
California
$550K -$2.02K -20 -0.4%
MT
295
Midwest Trust
Kansas
$536K +$489K +4,848 New
Prudential Financial
296
Prudential Financial
New Jersey
$528K
MFG
297
Merit Financial Group
Georgia
$526K -$14.4K -143 -3%
SPIA
298
Steward Partners Investment Advisory
New York
$525K -$53.4K -530 -10%
CRC
299
Curi RMB Capital
Illinois
$523K +$202K +2,007 +74%
PMSA
300
Patrick M. Sweeney & Associates
Illinois
$510K