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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
326
AFT Forsyth & Company
Florida
$346K – – –
EBT
327
Enterprise Bank & Trust
Massachusetts
$344K – – –
CCA
328
Checchi Capital Advisers
California
$343K +$32.7K +282 +11%
PP
329
Patten & Patten
Tennessee
$328K – – –
OA
330
Operose Advisors
Wisconsin
$326K +$271K +2,339 +549%
AGA
331
Arkos Global Advisors
Texas
$313K – – –
PA
332
Parallel Advisors
California
$311K -$1.04K -9 -0.3%
NSIM
333
North Star Investment Management
Illinois
$307K +$232 +2 +0.1%
BWL
334
Bogart Wealth LLC
Virginia
$307K +$24.6K +212 +9%
AAS
335
Ameritas Advisory Services
Nebraska
$307K +$25.5K +220 +9%
W
336
Wealthsimple
Ontario, Canada
$306K +$19.2K +166 +9%
PNC
337
Park National Corp
Ohio
$305K – – –
FFN
338
Focus Financial Network
Minnesota
$303K +$23.9K +206 +9%
DA
339
Doliver Advisors
Texas
$299K -$13K -112 -4%
RHBC
340
R.H. Bluestein & Co
Michigan
$295K – – –
WDA
341
Wendell David Associates
New Hampshire
$295K +$11.6K +100 +4%
IWC
342
Integrated Wealth Concepts
Massachusetts
$292K -$2.09K -18 -0.7%
CFN
343
Cordasco Financial Network
Florida
$290K +$232 +2 +0.1%
KOCAA
344
Knights of Columbus Asset Advisors
Connecticut
$288K +$76.6K +661 +37%
WFI
345
West Family Investments
California
$285K +$8.23K +71 +3%
OC
346
Oarsman Capital
Wisconsin
$285K +$10.4K +90 +4%
WCA
347
Westover Capital Advisors
Delaware
$283K – – –
BAM
348
Belpointe Asset Management
Nevada
$282K -$39.2K -338 -12%
FOA
349
Five Oceans Advisors
California
$282K +$277K +2,389 New
BFEC
350
Benjamin F. Edwards & Company
Missouri
$280K +$69.1K +596 +34%
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