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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
326
Chiron Capital Management
Florida
$297K +$250K +3,000 New
CCA
327
Cobblestone Capital Advisors
New York
$297K +$250K +3,000 New
TIM
328
Thompson Investment Management
Wisconsin
$295K -$8.18K -98 -3%
DT
329
Diversified Trust
Tennessee
$293K -$7.76K -93 -3%
MFIM
330
Mesirow Financial Investment Management
Illinois
$292K +$247K +2,955 New
TWM
331
Tradition Wealth Management
Minnesota
$292K -$119K -1,420 -32%
PNC
332
Park National Corp
Ohio
$290K
EBT
333
Enterprise Bank & Trust
Massachusetts
$289K
A
334
AJOVista
Massachusetts
$287K +$242K +2,900 New
MFG
335
Magnus Financial Group
New York
$283K
SEP
336
Southland Equity Partners
Missouri
$274K +$4.17K +50 +2%
FOA
337
Five Oceans Advisors
California
$274K -$584 -7 -0.3%
IAA
338
Independent Advisor Alliance
North Carolina
$274K
SMC
339
Smith, Moore & Co
Missouri
$273K
SSA
340
Sierra Summit Advisors
Nevada
$273K +$230K +2,758 New
AGA
341
Arkos Global Advisors
Texas
$264K
VFA
342
Valeo Financial Advisors
Indiana
$263K -$17.5K -210 -7%
BP
343
Ballentine Partners
Massachusetts
$263K -$12.3K -147 -5%
FCG
344
Fielder Capital Group
Tennessee
$262K +$221K +2,643 New
SCM
345
Stevens Capital Management
Pennsylvania
$258K +$217K +2,604 New
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$257K +$14K +168 +7%
NSIM
347
North Star Investment Management
Illinois
$249K -$3.34K -40 -2%
CFO
348
CVA Family Office
Colorado
$249K -$835 -10 -0.4%
AAS
349
Ameritas Advisory Services
Nebraska
$247K +$218K +2,614 New
KAS
350
KPP Advisory Services
Kentucky
$246K +$208K +2,487 New