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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Silverlake Wealth Management
Vermont
$341K +$213 +2 +0.1%
MJP
302
Michael J. Puzo
$337K
BCA
303
Bay Colony Advisors
Massachusetts
$335K -$25.4K -239 -7%
PFO
304
Pathstone Family Office
New Jersey
$332K +$132K +1,240 +56%
CCA
305
Checchi Capital Advisers
California
$328K +$37.1K +349 +12%
BJL
306
Brighton Jones LLC
Washington
$324K -$20.7K -195 -5%
CAM
307
Cozad Asset Management
Illinois
$324K
HC
308
Henshaw Capital
Massachusetts
$311K
TIM
309
Thompson Investment Management
Wisconsin
$310K -$4.46K -42 -1%
IWA
310
IBEX Wealth Advisors
New Jersey
$305K +$337K +3,172 New
KA
311
KLCM Advisors
Wisconsin
$302K -$13.3K -125 -4%
AP
312
Americana Partners
Texas
$298K
BBHC
313
Brown Brothers Harriman & Co
New York
$296K
Cetera Investment Advisers
314
Cetera Investment Advisers
Illinois
$294K -$32.1K -302 -9%
ECM
315
Evergreen Capital Management
Washington
$294K -$31.2K -294 -9%
BFEC
316
Benjamin F. Edwards & Company
Missouri
$290K +$67.7K +637 +27%
FFN
317
Focus Financial Network
Minnesota
$289K +$46.6K +439 +17%
AG
318
Algert Global
California
$288K
JMPWA
319
JP Morgan Private Wealth Advisors
California
$285K -$6.59K -62 -2%
AFC
320
AFT Forsyth & Company
Florida
$282K
EBT
321
Enterprise Bank & Trust
Massachusetts
$281K
PAM
322
Premier Asset Management
Illinois
$273K -$179K -1,683 -38%
CAPTRUST Financial Advisors
323
CAPTRUST Financial Advisors
North Carolina
$271K +$120K +1,130 +67%
PP
324
Patten & Patten
Tennessee
$268K
SMC
325
Smith, Moore & Co
Missouri
$265K +$92.2K +868 +46%