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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
326
AFT Forsyth & Company
Florida
$262K – – –
EBT
327
Enterprise Bank & Trust
Massachusetts
$260K – – –
IAM
328
Innovis Asset Management
Illinois
$257K +$13.9K +147 +5%
MFG
329
Magnus Financial Group
New York
$255K – – –
IWA
330
IBEX Wealth Advisors
New Jersey
$255K -$171K -1,800 -39%
HCA
331
Harbour Capital Advisors
Virginia
$252K -$9.49K -100 -3%
MFS
332
Mirabella Financial Services
United Kingdom
$251K +$5.5K +58 +2%
SPC
333
Sigma Planning Corp
Michigan
$250K +$267K +2,810 New
PP
334
Patten & Patten
Tennessee
$248K – – –
ACA
335
Atlas Capital Advisors
Wyoming
$246K -$13.7K -144 -5%
BHPW
336
Beverly Hills Private Wealth
California
$244K +$260K +2,740 New
TSS
337
Two Sigma Securities
New York
$242K +$258K +2,720 New
FBFS
338
First Business Financial Services
Wisconsin
$242K +$3.51K +37 +1%
AAS
339
Annex Advisory Services
Wisconsin
$238K -$40.5K -427 -14%
AGA
340
Arkos Global Advisors
Texas
$238K – – –
BP
341
Ballentine Partners
Massachusetts
$232K +$1.71K +18 +0.7%
AG
342
Algert Global
California
$231K – – –
PNC
343
Park National Corp
Ohio
$230K – – –
CCA
344
Checchi Capital Advisers
California
$230K -$22.8K -240 -9%
NSIM
345
North Star Investment Management
Illinois
$227K +$190 +2 +0.1%
SMC
346
Smith, Moore & Co
Missouri
$226K -$20.9K -220 -8%
AAS
347
Ameritas Advisory Services
Nebraska
$225K -$74.6K -786 -24%
CFO
348
CVA Family Office
Colorado
$223K – – –
KOCAA
349
Knights of Columbus Asset Advisors
Connecticut
$220K +$5.22K +55 +2%
IAA
350
Independent Advisor Alliance
North Carolina
$217K +$231K +2,439 New
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