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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
RP
301
Rowlandmiller & Partners
Georgia
$434K
PAS
302
Park Avenue Securities
New York
$434K +$423K +4,476 New
C
303
Certuity
Florida
$433K +$50.9K +538 +14%
SWM
304
Silverlake Wealth Management
Vermont
$431K +$473 +5 +0.1%
IC
305
Iconiq Capital
California
$428K +$416K +4,406 New
BFO
306
Biltmore Family Office
North Carolina
$423K
ACM
307
Avalon Capital Management
California
$422K
BCM
308
Boltwood Capital Management
California
$417K +$16.5K +175 +4%
AIP
309
Arrowpoint Investment Partners
Singapore
$415K +$404K +4,275 New
SOW
310
State of Wyoming
Wyoming
$410K +$399K +4,225 New
CCM
311
Chiron Capital Management
Florida
$404K -$274K -2,897 -41%
CB
312
Commerce Bank
Missouri
$394K +$5.96K +63 +2%
JG
313
Jain Global
New York
$394K +$384K +4,058 New
MFG
314
Merit Financial Group
Georgia
$390K +$83.6K +884 +28%
WPW
315
Watershed Private Wealth
Illinois
$388K
CSP
316
Cary Street Partners
Virginia
$380K +$370K +3,919 New
Thrivent Financial for Lutherans
317
Thrivent Financial for Lutherans
Minnesota
$380K +$35.7K +378 +10%
BHPW
318
Beverly Hills Private Wealth
California
$380K +$155K +1,636 +72%
OCAM
319
Onex Canada Asset Management
Ontario, Canada
$379K -$63.4K -671 -15%
NL
320
NWAM LLC
Washington
$376K -$54.5K -577 -13%
NIM
321
Nexus Investment Management
Ontario, Canada
$373K -$1.17M -12,390 -76%
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$373K +$175K +1,856 +94%
QP
323
Quilter Plc
United Kingdom
$366K
AWM
324
AE Wealth Management
Kansas
$364K +$355K +3,755 New
PP
325
PDS Planning
Ohio
$364K +$28.8K +305 +9%