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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
UB
301
UMB Bank
Missouri
$598K
SHGA
302
Sand Hill Global Advisors
California
$595K
MCM
303
MAI Capital Management
Ohio
$592K +$89K +752 +20%
PMSA
304
Patrick M. Sweeney & Associates
Illinois
$587K
EIG
305
Ellenbecker Investment Group
Wisconsin
$587K
C
306
Certuity
Florida
$583K
RP
307
Rowlandmiller & Partners
Georgia
$583K
FCBT
308
First Citizens Bank & Trust
North Carolina
$581K
CG
309
Caprock Group
Idaho
$577K +$564K +4,764 New
PAS
310
Park Avenue Securities
New York
$571K -$25.1K -212 -5%
ECM
311
Evergreen Capital Management
Washington
$570K +$8.29K +70 +2%
BCM
312
Boltwood Capital Management
California
$570K
BFO
313
Biltmore Family Office
North Carolina
$568K
FRA
314
Frank Rimerman Advisors
California
$568K +$237 +2 +0%
PP
315
PDS Planning
Ohio
$567K +$2.01K +17 +0.4%
CW
316
Code Waechter
Florida
$564K -$16.7K -141 -3%
EI
317
Ethic Inc
New York
$561K +$289K +2,438 +130%
OC
318
Oppenheimer & Co
New York
$560K -$32K -270 -6%
AAF
319
Andra AP-fonden
Sweden
$544K +$355K +3,000 New
KA
320
KLCM Advisors
Wisconsin
$542K -$2.49K -21 -0.5%
HWM
321
HB Wealth Management
Georgia
$541K -$355 -3 -0.1%
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$533K +$92K +777 +23%
SWM
323
Silverlake Wealth Management
Vermont
$522K +$829 +7 +0.2%
DR
324
Davis Rea
Ontario, Canada
$522K
WPW
325
Watershed Private Wealth
Illinois
$521K