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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
DT
326
Diversified Trust
Tennessee
$268K +$263K +2,973 New
HCA
327
Harbour Capital Advisors
Virginia
$267K +$8.84K +100 +4%
PP
328
PDS Planning
Ohio
$264K -$6.63K -75 -2%
EBT
329
Enterprise Bank & Trust
Massachusetts
$264K
MFG
330
Magnus Financial Group
New York
$258K -$707 -8 -0.3%
IAM
331
Innovis Asset Management
Illinois
$256K -$3.45K -39 -1%
VFA
332
Valeo Financial Advisors
Indiana
$256K -$10.9K -123 -4%
SFA
333
Sequoia Financial Advisors
Ohio
$255K -$64.1K -725 -20%
Bessemer Group
334
Bessemer Group
New Jersey
$253K +$124K +1,406 +100%
PP
335
Patten & Patten
Tennessee
$251K
IAA
336
Independent Advisor Alliance
North Carolina
$251K +$29.8K +337 +14%
FOA
337
Five Oceans Advisors
California
$250K -$15.9K -180 -6%
AGA
338
Arkos Global Advisors
Texas
$250K +$8.84K +100 +4%
PNC
339
Park National Corp
Ohio
$247K +$13.3K +150 +6%
SEP
340
Southland Equity Partners
Missouri
$245K +$240K +2,712 New
SPIA
341
Steward Partners Investment Advisory
New York
$241K -$105K -1,193 -31%
SMC
342
Smith, Moore & Co
Missouri
$240K +$10.6K +120 +5%
ACA
343
Atlas Capital Advisors
Wyoming
$239K -$10.6K -120 -4%
BP
344
Ballentine Partners
Massachusetts
$237K +$2.39K +27 +1%
AG
345
Algert Global
California
$235K
KOCAA
346
Knights of Columbus Asset Advisors
Connecticut
$232K +$8.66K +98 +4%
NSIM
347
North Star Investment Management
Illinois
$230K +$88 +1 +0%
CFO
348
CVA Family Office
Colorado
$226K
JFGIW
349
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$225K -$297K -3,363 -57%
Wolverine Trading
350
Wolverine Trading
Illinois
$224K +$221K +2,499 New