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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
1WA
301
180 Wealth Advisors
Washington
$311K +$21K +239 +7%
JPWM
302
Jamison Private Wealth Management
Georgia
$310K +$323K +3,675 New
QI
303
Qtron Investments
Massachusetts
$310K -$17.2K -196 -5%
NB
304
NBT Bank
New York
$306K +$319K +3,625 New
KA
305
KLCM Advisors
Wisconsin
$305K
BJL
306
Brighton Jones LLC
Washington
$298K +$12.3K +140 +4%
SPIA
307
Steward Partners Investment Advisory
New York
$297K +$74.9K +852 +32%
ECM
308
Evergreen Capital Management
Washington
$296K -$92.1K -1,048 -23%
MJP
309
Michael J. Puzo
$295K
AC
310
AXQ Capital
New Jersey
$286K +$298K +3,395 New
CAM
311
Cozad Asset Management
Illinois
$284K +$23K +262 +8%
Cetera Investment Advisers
312
Cetera Investment Advisers
Illinois
$283K -$70.8K -805 -19%
DA
313
Doliver Advisors
Texas
$283K -$16.3K -186 -5%
HI
314
Harbour Investments
Wisconsin
$280K -$182K -2,074 -38%
CAPTRUST Financial Advisors
315
CAPTRUST Financial Advisors
North Carolina
$279K -$41.8K -476 -13%
CCA
316
Checchi Capital Advisers
California
$268K +$12.4K +141 +5%
PFS
317
Prospera Financial Services
Texas
$265K +$276K +3,139 New
Barclays
318
Barclays
United Kingdom
$261K -$143K -1,631 -35%
BBHC
319
Brown Brothers Harriman & Co
New York
$260K
OC
320
Oarsman Capital
Wisconsin
$260K
TIM
321
Thompson Investment Management
Wisconsin
$260K -$1.76K -20 -0.6%
VT
322
Vise Technologies
New York
$258K -$32.1K -365 -11%
DT
323
Diversified Trust
Tennessee
$257K +$6.94K +79 +3%
SIA
324
Schechter Investment Advisors
Michigan
$257K +$268K +3,045 New
BCA
325
Bay Colony Advisors
Massachusetts
$256K