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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
326
SG Americas Securities
New York
$138K -$173K -2,121 -58%
PAM
327
Panagora Asset Management
Massachusetts
$129K – – –
VFA
328
Valeo Financial Advisors
Indiana
$128K +$3.34K +41 +3%
SWM
329
Spire Wealth Management
Virginia
$128K +$118K +1,441 New
EDRH
330
Edmond de Rothschild Holding
Switzerland
$126K +$20.4K +250 +21%
WB
331
Webster Bank
Connecticut
$125K – – –
BC
332
Bartlett & Co
Ohio
$119K – – –
BCWM
333
Bartlett & Co Wealth Management
Ohio
$119K – – –
AF
334
Allworth Financial
California
$116K – – –
TCOV
335
Trust Company of Vermont
Vermont
$114K – – –
IHWM
336
Iron Horse Wealth Management
Iowa
$105K – – –
JWM
337
Janiczek Wealth Management
Colorado
$102K +$17.9K +220 +24%
SFS
338
Sowell Financial Services
Arkansas
$101K +$652 +8 +0.8%
SWA
339
Sutton Wealth Advisors
Florida
$97.6K – – –
SSB
340
Sandy Spring Bank
Maryland
$93K -$27.3K -335 -24%
CT
341
Caldwell Trust
Florida
$89.1K – – –
FCM
342
Firestone Capital Management
Florida
$89K – – –
GLLW
343
Graves Light Lenhart Wealth
Virginia
$89K – – –
WT
344
Washington Trust
Rhode Island
$89K – – –
HI
345
Hudock Inc
Pennsylvania
$79K +$326 +4 +0.4%
EFSCE
346
Enterprise Financial Services Corp (EFSC)
Missouri
$77K +$3.75K +46 +6%
HNB
347
Huntington National Bank
Ohio
$76K +$12.6K +154 +22%
PP
348
Pacifica Partners
Canada
$72K -$2.28K -28 -3%
BCA
349
Bray Capital Advisors
Florida
$71K – – –
CPA
350
Cowen Prime Advisors
New York
$67K – – –