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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
326
Belpointe Asset Management
Nevada
$293K +$72K +668 +32%
AGA
327
Arkos Global Advisors
Texas
$286K
CCA
328
Checchi Capital Advisers
California
$283K -$8.84K -82 -3%
PA
329
Parallel Advisors
California
$283K +$28.3K +263 +11%
NSIM
330
North Star Investment Management
Illinois
$280K -$216 -2 -0.1%
PNC
331
Park National Corp
Ohio
$278K
AF
332
Advisornet Financial
Minnesota
$271K
IG
333
ING Group
Netherlands
$270K +$52.6K +488 +24%
CAPTRUST Financial Advisors
334
CAPTRUST Financial Advisors
North Carolina
$270K +$61.1K +567 +29%
RHBC
335
R.H. Bluestein & Co
Michigan
$269K -$53.9K -500 -17%
IWC
336
Integrated Wealth Concepts
Massachusetts
$269K -$10.1K -94 -4%
CFN
337
Cordasco Financial Network
Florida
$264K -$27.7K -257 -9%
BCM
338
Bayesian Capital Management
New York
$261K -$185K -1,717 -41%
WDA
339
Wendell David Associates
New Hampshire
$259K -$173K -1,609 -40%
WCA
340
Westover Capital Advisors
Delaware
$259K
BWL
341
Bogart Wealth LLC
Virginia
$258K
AAS
342
Ameritas Advisory Services
Nebraska
$257K +$257K +2,386 New
FFN
343
Focus Financial Network
Minnesota
$254K -$479K -4,444 -65%
Credit Agricole
344
Credit Agricole
France
$254K
PJSIMP
345
P.J. Schmidt Investment Management (PJS)
Wisconsin
$254K
WFI
346
West Family Investments
California
$253K -$32.4K -301 -11%
LC
347
Landaas & Company
Wisconsin
$251K
OC
348
Oarsman Capital
Wisconsin
$250K -$1.51K -14 -0.6%
BNP Paribas Asset Management
349
BNP Paribas Asset Management
France
$248K +$248K +2,300 New
PFO
350
Pathstone Family Office
New Jersey
$241K