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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
301
Johnson Investment Counsel
Ohio
$334K -$28.5K -300 -7%
1WA
302
180 Wealth Advisors
Washington
$331K -$24.3K -256 -6%
CSPIA
303
Cary Street Partners Investment Advisory
Virginia
$330K – – –
BFEC
304
Benjamin F. Edwards & Company
Missouri
$328K +$42.2K +445 +14%
EIG
305
Ellenbecker Investment Group
Wisconsin
$322K +$93.5K +985 +37%
KA
306
KLCM Advisors
Wisconsin
$317K +$30.8K +325 +10%
DA
307
Doliver Advisors
Texas
$317K -$8.92K -94 -3%
SFA
308
Sequoia Financial Advisors
Ohio
$317K +$34.5K +364 +11%
MJP
309
Michael J. Puzo
$312K – – –
PFO
310
Pathstone Family Office
New Jersey
$311K -$711K -7,495 -69%
BJL
311
Brighton Jones LLC
Washington
$298K -$25.5K -269 -7%
ONB
312
Old National Bancorp
Indiana
$296K -$129K -1,363 -29%
SIA
313
Schechter Investment Advisors
Michigan
$291K -$949 -10 -0.3%
IF
314
Intrua Financial
Texas
$288K +$285 +3 +0.1%
OC
315
Oarsman Capital
Wisconsin
$283K – – –
SLAM
316
Swiss Life Asset Management
$282K -$1.99M -20,949 -87%
CAM
317
Cozad Asset Management
Illinois
$279K -$17.4K -183 -6%
AP
318
Americana Partners
Texas
$276K – – –
TIM
319
Thompson Investment Management
Wisconsin
$275K +$664 +7 +0.2%
BBHC
320
Brown Brothers Harriman & Co
New York
$274K – – –
BCA
321
Bay Colony Advisors
Massachusetts
$268K -$27.6K -291 -9%
PP
322
PDS Planning
Ohio
$268K +$285K +3,002 New
VFA
323
Valeo Financial Advisors
Indiana
$264K +$47.3K +498 +20%
FOA
324
Five Oceans Advisors
California
$263K -$73.2K -772 -21%
AFC
325
AFT Forsyth & Company
Florida
$262K – – –
11 12
13
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