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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
QI
301
Qtron Investments
Massachusetts
$364K
KA
302
KLCM Advisors
Wisconsin
$362K +$3.76K +45 +1%
BJL
303
Brighton Jones LLC
Washington
$356K +$6.26K +75 +2%
TCOV
304
Trust Company of Vermont
Vermont
$356K -$43.4K -520 -13%
PP
305
PDS Planning
Ohio
$355K +$55.8K +669 +23%
JPWM
306
Jamison Private Wealth Management
Georgia
$352K -$9.77K -117 -3%
PP
307
Pacifica Partners
Canada
$351K +$5.43K +65 +2%
MJP
308
Michael J. Puzo
$346K
VT
309
Vise Technologies
New York
$346K +$36.5K +437 +14%
CAM
310
Cozad Asset Management
Illinois
$333K
CAPTRUST Financial Advisors
311
CAPTRUST Financial Advisors
North Carolina
$333K +$4.84K +58 +2%
DA
312
Doliver Advisors
Texas
$330K -$2.25K -27 -0.8%
PI
313
PineBridge Investments
New York
$329K -$48.3K -578 -19%
Thrivent Financial for Lutherans
314
Thrivent Financial for Lutherans
Minnesota
$323K +$273K +3,265 New
Allspring Global Investments
315
Allspring Global Investments
North Carolina
$318K -$100K -1,200 -27%
OC
316
Oarsman Capital
Wisconsin
$315K +$8.35K +100 +3%
SIA
317
Schechter Investment Advisors
Michigan
$313K +$9.68K +116 +4%
UCFA
318
United Capital Financial Advisors
Texas
$307K +$259K +3,107 New
1WA
319
180 Wealth Advisors
Washington
$307K -$45.9K -550 -15%
SFA
320
Sequoia Financial Advisors
Ohio
$307K -$86K -1,030 -25%
Cetera Investment Advisers
321
Cetera Investment Advisers
Illinois
$306K -$22.1K -265 -8%
BBHC
322
Brown Brothers Harriman & Co
New York
$305K
PFS
323
Prospera Financial Services
Texas
$302K -$7.26K -87 -3%
BCA
324
Bay Colony Advisors
Massachusetts
$300K
WI
325
Wintrust Investments
Illinois
$297K +$251K +3,004 New