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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CGA
301
Crescent Grove Advisors
Illinois
$461K -$11.9K -120 -2%
Prudential Financial
302
Prudential Financial
New Jersey
$456K
IC
303
Iconiq Capital
California
$454K +$34.6K +350 +8%
IF
304
Intrua Financial
Texas
$452K -$21.9K -221 -4%
OC
305
Oppenheimer & Co
New York
$451K +$11.9K +120 +3%
PI
306
PineBridge Investments
New York
$442K -$949K -9,598 -75%
SHGA
307
Sand Hill Global Advisors
California
$436K -$13.2K -133 -3%
HWM
308
HB Wealth Management
Georgia
$433K +$158K +1,593 +54%
PMSA
309
Patrick M. Sweeney & Associates
Illinois
$431K
EIG
310
Ellenbecker Investment Group
Wisconsin
$430K
GWM
311
Geneos Wealth Management
Colorado
$430K +$250K +2,528 +128%
RP
312
Rowlandmiller & Partners
Georgia
$428K
C
313
Certuity
Florida
$427K +$198 +2 +0%
FCBT
314
First Citizens Bank & Trust
North Carolina
$426K -$1.58K -16 -0.4%
SWM
315
Silverlake Wealth Management
Vermont
$425K +$396 +4 +0.1%
BFO
316
Biltmore Family Office
North Carolina
$416K
BCM
317
Boltwood Capital Management
California
$413K +$2.47K +25 +0.6%
NRD
318
Nebula Research & Development
New York
$398K -$517K -5,223 -56%
PP
319
PDS Planning
Ohio
$387K +$30.6K +309 +8%
GT
320
Glenmede Trust
Pennsylvania
$386K +$168K +1,697 +72%
DR
321
Davis Rea
Ontario, Canada
$382K +$107K +1,078 +37%
WPW
322
Watershed Private Wealth
Illinois
$382K
ACA
323
Atlas Capital Advisors
Wyoming
$381K +$375K +3,796 +1,998%
Thrivent Financial for Lutherans
324
Thrivent Financial for Lutherans
Minnesota
$380K
CG
325
Caprock Group
Idaho
$378K +$76.5K +774 +24%