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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
326
Caprock Group
Idaho
$216K +$210K +2,788 New
SSB
327
Sandy Spring Bank
Maryland
$215K – – –
NPPM
328
North Point Portfolio Managers
Ohio
$213K – – –
BSW
329
Buckingham Strategic Wealth
Missouri
$211K +$205K +2,724 New
SMC
330
Smith, Moore & Co
Missouri
$209K -$103K -1,367 -34%
KWM
331
Kingsview Wealth Management
Oregon
$207K +$201K +2,674 New
BAM
332
Belpointe Asset Management
Nevada
$203K +$65.9K +875 +50%
CCIA
333
Campbell & Co Investment Adviser
Maryland
$200K +$194K +2,582 New
ED
334
Exane Derivatives
France
$195K – – –
WAP
335
Wealthcare Advisory Partners
Pennsylvania
$194K – – –
IRC
336
Investors Research Corp
Georgia
$167K – – –
PFO
337
Pathstone Family Office
New Jersey
$161K – – –
PP
338
Pacifica Partners
Canada
$157K +$152K +2,024 New
PA
339
Parallel Advisors
California
$146K +$17.5K +232 +14%
LC
340
Lindbrook Capital
California
$138K +$7.53K +100 +6%
KOCAA
341
Knights of Columbus Asset Advisors
Connecticut
$135K +$131K +1,736 New
LFG
342
LifePlan Financial Group
Ohio
$125K – – –
PAM
343
Panagora Asset Management
Massachusetts
$112K -$890K -11,829 -89%
WB
344
Webster Bank
Connecticut
$109K – – –
VFA
345
Valeo Financial Advisors
Indiana
$108K – – –
FWM
346
FSA Wealth Management
Massachusetts
$108K +$105K +1,395 New
BWA
347
BDO Wealth Advisors
Florida
$105K – – –
SCA
348
Stonebridge Capital Advisors
Minnesota
$104K +$14.3K +190 +17%
BCWM
349
Bartlett & Co Wealth Management
Ohio
$103K – – –
AF
350
Allworth Financial
California
$101K +$97.9K +1,300 New
12 13
14
15 16