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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
326
Valeo Financial Advisors
Indiana
$128K +$3.34K +41 +3%
SWM
327
Spire Wealth Management
Virginia
$128K +$118K +1,441 New
EDRH
328
Edmond de Rothschild Holding
Switzerland
$126K +$20.4K +250 +21%
WB
329
Webster Bank
Connecticut
$125K – – –
BC
330
Bartlett & Co
Ohio
$119K – – –
BCWM
331
Bartlett & Co Wealth Management
Ohio
$119K – – –
AF
332
Allworth Financial
California
$116K – – –
TCOV
333
Trust Company of Vermont
Vermont
$114K – – –
IHWM
334
Iron Horse Wealth Management
Iowa
$105K – – –
JWM
335
Janiczek Wealth Management
Colorado
$102K +$17.9K +220 +24%
SFS
336
Sowell Financial Services
Arkansas
$101K +$652 +8 +0.8%
SWA
337
Sutton Wealth Advisors
Florida
$97.6K – – –
SSB
338
Sandy Spring Bank
Maryland
$93K -$27.3K -335 -24%
CT
339
Caldwell Trust
Florida
$89.1K – – –
FCM
340
Firestone Capital Management
Florida
$89K – – –
GLLW
341
Graves Light Lenhart Wealth
Virginia
$89K – – –
WT
342
Washington Trust
Rhode Island
$89K – – –
HI
343
Hudock Inc
Pennsylvania
$79K +$326 +4 +0.4%
EFSCE
344
Enterprise Financial Services Corp (EFSC)
Missouri
$77K +$3.75K +46 +6%
HNB
345
Huntington National Bank
Ohio
$76K +$12.6K +154 +22%
PP
346
Pacifica Partners
Canada
$72K -$2.28K -28 -3%
BCA
347
Bray Capital Advisors
Florida
$71K – – –
CPA
348
Cowen Prime Advisors
New York
$67K – – –
CAC
349
Certified Advisory Corp
Florida
$65K +$59.8K +733 New
MGIM
350
M&G Investment Management
United Kingdom
$59.3K -$10.6M -129,609 -16%
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