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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
301
Raymond James Trust
Florida
$250K -$1.97K -25 -0.8%
PG
302
Patten Group
Tennessee
$249K
NB
303
Nicolet Bankshares
Wisconsin
$247K
SS
304
Simplicity Solutions
Minnesota
$247K +$257K +3,262 New
KAM
305
Kassirer Asset Management
Ontario, Canada
$245K
CB
306
Commerce Bank
Missouri
$243K +$4.17K +53 +2%
LRPA
307
L. Roy Papp & Associates
Arizona
$238K +$248K +3,150 New
BRWA
308
B. Riley Wealth Advisors
Florida
$235K +$26.3K +334 +12%
1WA
309
180 Wealth Advisors
Washington
$234K -$50.9K -647 -17%
BBHC
310
Brown Brothers Harriman & Co
New York
$233K
GT
311
Glenmede Trust
Pennsylvania
$233K
CCA
312
Checchi Capital Advisers
California
$233K +$2.36K +30 +1%
OC
313
Oppenheimer & Co
New York
$233K +$242K +3,081 New
LFG
314
LifePlan Financial Group
Ohio
$228K
GAM
315
Gotham Asset Management
New York
$227K -$74.8K -951 -24%
NA
316
Neuburgh Advisers
California
$226K
VFA
317
Voya Financial Advisors
Connecticut
$220K +$6.37K +81 +3%
Millennium Management
318
Millennium Management
New York
$216K +$224K +2,853 New
IWM
319
IHT Wealth Management
Illinois
$211K
S
320
SignatureFD
Georgia
$210K +$219K +2,785 New
LPT
321
Legacy Private Trust
Wisconsin
$209K
PP
322
Patten & Patten
Tennessee
$206K
KI
323
Koch Industries
Kansas
$203K +$211K +2,682 New
HNB
324
Huntington National Bank
Ohio
$201K -$5.98K -76 -3%
IWP
325
Icon Wealth Partners
Texas
$187K +$2.2K +28 +1%