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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
301
Independent Advisor Alliance
North Carolina
$330K +$12.4K +137 +4%
C
302
Certuity
Florida
$329K +$7.17K +79 +2%
QP
303
Quilter Plc
United Kingdom
$316K -$7.26K -80 -2%
TCA
304
Trifecta Capital Advisors
Illinois
$313K +$131K +1,439 +63%
CSPIA
305
Cary Street Partners Investment Advisory
Virginia
$313K +$2.54K +28 +0.8%
MCM
306
MAI Capital Management
Ohio
$311K -$1.27K -14 -0.4%
MM
307
MQS Management
New York
$310K +$336K +3,702 New
BJL
308
Brighton Jones LLC
Washington
$307K +$4.9K +54 +1%
TCOV
309
Trust Company of Vermont
Vermont
$303K
SFA
310
Sequoia Financial Advisors
Ohio
$300K +$13.7K +151 +4%
JPWM
311
Jamison Private Wealth Management
Georgia
$298K
PP
312
PDS Planning
Ohio
$296K -$13.5K -149 -4%
MJP
313
Michael J. Puzo
$293K
OA
314
Operose Advisors
Wisconsin
$292K -$46.8K -515 -13%
Barclays
315
Barclays
United Kingdom
$291K -$1.19M -13,115 -79%
Thrivent Financial for Lutherans
316
Thrivent Financial for Lutherans
Minnesota
$290K +$314K +3,458 New
PP
317
Pegasus Partners
Wisconsin
$286K -$21.2K -233 -6%
FAFN
318
First Affirmative Financial Network
Colorado
$284K -$47.9K -528 -13%
AWM
319
AE Wealth Management
Kansas
$276K +$299K +3,296 New
HAG
320
HighPoint Advisor Group
Illinois
$274K +$82.2K +905 +37%
CAM
321
Cozad Asset Management
Illinois
$269K
BFS
322
Baskin Financial Services
Ontario, Canada
$266K -$114K -1,258 -28%
AFG
323
Atomi Financial Group
New York
$266K +$25.7K +283 +10%
PFS
324
Prospera Financial Services
Texas
$264K +$8.54K +94 +3%
SIA
325
Schechter Investment Advisors
Michigan
$263K -$28.9K -318 -9%