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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
DA
301
Doliver Advisors
Texas
$315K +$318K +3,157 New
FA
302
FDx Advisors
Illinois
$310K -$24.6K -244 -7%
AP
303
Americana Partners
Texas
$307K – – –
BBHC
304
Brown Brothers Harriman & Co
New York
$307K – – –
RHBC
305
R.H. Bluestein & Co
Michigan
$299K – – –
AFC
306
AFT Forsyth & Company
Florida
$293K – – –
EBT
307
Enterprise Bank & Trust
Massachusetts
$291K – – –
JMPWA
308
JP Morgan Private Wealth Advisors
California
$283K – – –
ECM
309
Evergreen Capital Management
Washington
$282K +$285K +2,827 New
PP
310
Patten & Patten
Tennessee
$278K – – –
GAM
311
Gotham Asset Management
New York
$276K +$15K +149 +6%
QCG
312
Quadrant Capital Group
Ohio
$272K +$12.3K +122 +5%
CFN
313
Cordasco Financial Network
Florida
$271K +$201 +2 +0.1%
CCA
314
Checchi Capital Advisers
California
$270K +$7.65K +76 +3%
DHFB
315
Dixon Hubard Feinour & Brown
Virginia
$269K – – –
AGA
316
Arkos Global Advisors
Texas
$265K – – –
Vanguard Personalized Indexing Management
317
Vanguard Personalized Indexing Management
California
$265K +$267K +2,654 New
WFI
318
West Family Investments
California
$264K -$5.54K -55 -2%
GLA
319
Good Life Advisors
Pennsylvania
$259K -$29.9K -297 -10%
NSIM
320
North Star Investment Management
Illinois
$259K +$5.23K +52 +2%
PNC
321
Park National Corp
Ohio
$258K – – –
IWC
322
Integrated Wealth Concepts
Massachusetts
$258K +$261K +2,588 New
PTC
323
Petrus Trust Company
Texas
$254K +$257K +2,549 New
AF
324
Advisornet Financial
Minnesota
$251K -$4.03K -40 -2%
PJSIMP
325
P.J. Schmidt Investment Management (PJS)
Wisconsin
$249K -$21.2K -211 -9%