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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
FOA
301
Five Oceans Advisors
California
$337K -$93 -1 -0%
SWM
302
Silverlake Wealth Management
Vermont
$336K
CSPIA
303
Cary Street Partners Investment Advisory
Virginia
$335K -$17.6K -190 -5%
LOAMU
304
Lombard Odier Asset Management (USA)
New York
$334K -$163K -1,758 -32%
DA
305
Doliver Advisors
Texas
$331K +$338K +3,654 New
BJL
306
Brighton Jones LLC
Washington
$327K +$22.5K +243 +7%
BPWM
307
Badgley Phelps Wealth Managers
Washington
$324K +$331K +3,576 New
ECM
308
Evergreen Capital Management
Washington
$324K +$37.6K +406 +13%
IF
309
Intrua Financial
Texas
$320K +$69.5K +751 +30%
MJP
310
Michael J. Puzo
$317K
CG
311
Cutler Group
California
$317K +$119K +1,287 +58%
Cetera Investment Advisers
312
Cetera Investment Advisers
Illinois
$304K -$11K -119 -3%
BCA
313
Bay Colony Advisors
Massachusetts
$301K +$185 +2 +0.1%
CAM
314
Cozad Asset Management
Illinois
$301K -$2.59K -28 -0.8%
AAS
315
Ameritas Advisory Services
Nebraska
$300K +$58.8K +635 +24%
SWP
316
Stratos Wealth Partners
Ohio
$298K -$1.01M -10,876 -77%
SIA
317
Schechter Investment Advisors
Michigan
$296K +$29.6K +320 +11%
KA
318
KLCM Advisors
Wisconsin
$293K
BFEC
319
Benjamin F. Edwards & Company
Missouri
$293K +$19.3K +209 +7%
SFA
320
Sequoia Financial Advisors
Ohio
$289K +$295K +3,188 New
OC
321
Oarsman Capital
Wisconsin
$288K +$61.6K +666 +27%
Tudor Investment Corp
322
Tudor Investment Corp
Connecticut
$284K +$290K +3,130 New
CSS
323
Cubist Systematic Strategies
Connecticut
$281K -$712K -7,697 -71%
AAS
324
Annex Advisory Services
Wisconsin
$281K -$66.6K -720 -19%
AP
325
Americana Partners
Texas
$281K