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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
326
Beverly Hills Private Wealth
California
$255K -$261K -2,970 -50%
PNC
327
Park National Corp
Ohio
$248K +$17.6K +200 +7%
EBT
328
Enterprise Bank & Trust
Massachusetts
$246K
PP
329
PDS Planning
Ohio
$246K -$1.14K -13 -0.4%
IAM
330
Innovis Asset Management
Illinois
$243K +$3.6K +41 +1%
HCA
331
Harbour Capital Advisors
Virginia
$243K -$4.39K -50 -2%
VFA
332
Valeo Financial Advisors
Indiana
$242K +$3.08K +35 +1%
MFG
333
Magnus Financial Group
New York
$241K
BP
334
Ballentine Partners
Massachusetts
$237K +$15.7K +179 +7%
PP
335
Patten & Patten
Tennessee
$235K
FOA
336
Five Oceans Advisors
California
$234K +$615 +7 +0.3%
IAA
337
Independent Advisor Alliance
North Carolina
$234K -$615 -7 -0.3%
SMC
338
Smith, Moore & Co
Missouri
$233K +$8.79K +100 +4%
SEP
339
Southland Equity Partners
Missouri
$230K +$879 +10 +0.4%
Bessemer Group
340
Bessemer Group
New Jersey
$229K -$9.84K -112 -4%
KOCAA
341
Knights of Columbus Asset Advisors
Connecticut
$229K +$12.6K +143 +6%
AGA
342
Arkos Global Advisors
Texas
$225K -$8.79K -100 -4%
WFI
343
West Family Investments
California
$224K +$233K +2,654 New
NSIM
344
North Star Investment Management
Illinois
$215K +$176 +2 +0.1%
WI
345
WrapManager Inc
California
$215K +$24.2K +275 +12%
CFO
346
CVA Family Office
Colorado
$213K +$2.02K +23 +0.9%
IFG
347
Independent Financial Group
California
$208K +$217K +2,466 New
Fifth Third Bancorp
348
Fifth Third Bancorp
Ohio
$205K -$514K -5,844 -71%
TCA
349
Trifecta Capital Advisors
Illinois
$194K +$15.8K +180 +8%
PA
350
Parallel Advisors
California
$192K +$10.5K +119 +6%