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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
301
Park Avenue Securities
New York
$509K +$463K +4,599 New
UB
302
UMB Bank
Missouri
$508K -$888K -8,809 -66%
OC
303
Oppenheimer & Co
New York
$506K -$14.6K -145 -3%
SHGA
304
Sand Hill Global Advisors
California
$505K
FFM
305
Forum Financial Management
Illinois
$504K -$121K -1,200 -21%
CW
306
Code Waechter
Florida
$504K +$161K +1,600 +54%
EIG
307
Ellenbecker Investment Group
Wisconsin
$498K
C
308
Certuity
Florida
$495K +$907 +9 +0.2%
RP
309
Rowlandmiller & Partners
Georgia
$495K
FCBT
310
First Citizens Bank & Trust
North Carolina
$494K
BCM
311
Boltwood Capital Management
California
$484K +$5.04K +50 +1%
BFO
312
Biltmore Family Office
North Carolina
$482K
FRA
313
Frank Rimerman Advisors
California
$482K +$439K +4,357 New
PP
314
PDS Planning
Ohio
$480K +$28.1K +279 +7%
ECM
315
Evergreen Capital Management
Washington
$477K -$157K -1,562 -27%
SFA
316
Sequoia Financial Advisors
Ohio
$473K +$47.9K +475 +13%
KA
317
KLCM Advisors
Wisconsin
$463K -$75.8K -752 -15%
BNP Paribas Financial Markets
318
BNP Paribas Financial Markets
France
$462K +$213K +2,109 +102%
HWM
319
HB Wealth Management
Georgia
$460K -$37.4K -371 -8%
DR
320
Davis Rea
Ontario, Canada
$443K
SWM
321
Silverlake Wealth Management
Vermont
$443K -$44.9K -446 -10%
WPW
322
Watershed Private Wealth
Illinois
$443K
CGA
323
Crescent Grove Advisors
Illinois
$425K -$99.8K -990 -21%
WFI
324
West Family Investments
California
$422K +$154K +1,533 +67%
CSP
325
Cary Street Partners
Virginia
$421K +$1.71K +17 +0.4%