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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
WI
326
Wintrust Investments
Illinois
$297K +$251K +3,004 New
CCM
327
Chiron Capital Management
Florida
$297K +$250K +3,000 New
CCA
328
Cobblestone Capital Advisors
New York
$297K +$250K +3,000 New
TIM
329
Thompson Investment Management
Wisconsin
$295K -$8.18K -98 -3%
DT
330
Diversified Trust
Tennessee
$293K -$7.76K -93 -3%
MFIM
331
Mesirow Financial Investment Management
Illinois
$292K +$247K +2,955 New
TWM
332
Tradition Wealth Management
Minnesota
$292K -$119K -1,420 -32%
PNC
333
Park National Corp
Ohio
$290K – – –
EBT
334
Enterprise Bank & Trust
Massachusetts
$289K – – –
A
335
AJOVista
Massachusetts
$287K +$242K +2,900 New
MFG
336
Magnus Financial Group
New York
$283K – – –
SEP
337
Southland Equity Partners
Missouri
$274K +$4.17K +50 +2%
FOA
338
Five Oceans Advisors
California
$274K -$584 -7 -0.3%
IAA
339
Independent Advisor Alliance
North Carolina
$274K – – –
SMC
340
Smith, Moore & Co
Missouri
$273K – – –
SSA
341
Sierra Summit Advisors
Nevada
$273K +$230K +2,758 New
AGA
342
Arkos Global Advisors
Texas
$264K – – –
VFA
343
Valeo Financial Advisors
Indiana
$263K -$17.5K -210 -7%
BP
344
Ballentine Partners
Massachusetts
$263K -$12.3K -147 -5%
FCG
345
Fielder Capital Group
Tennessee
$262K +$221K +2,643 New
SCM
346
Stevens Capital Management
Pennsylvania
$258K +$217K +2,604 New
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$257K +$14K +168 +7%
NSIM
348
North Star Investment Management
Illinois
$249K -$3.34K -40 -2%
CFO
349
CVA Family Office
Colorado
$249K -$835 -10 -0.4%
AAS
350
Ameritas Advisory Services
Nebraska
$247K +$218K +2,614 New