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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
BBVA
326
Banco Bilbao Vizcaya Argentaria
Spain
$357K +$347K +3,675 New
SFA
327
Sequoia Financial Advisors
Ohio
$349K +$31.9K +337 +10%
HCA
328
Heck Capital Advisors
Wisconsin
$346K +$337K +3,570 New
JPWM
329
Jamison Private Wealth Management
Georgia
$345K – – –
BFG
330
Bleakley Financial Group
New Jersey
$345K +$336K +3,553 New
MCM
331
MAI Capital Management
Ohio
$344K +$335K +3,542 New
MJP
332
Michael J. Puzo
$340K – – –
KMWM
333
Keudell/Morrison Wealth Management
Oregon
$336K +$327K +3,461 New
IWC
334
Integrated Wealth Concepts
Massachusetts
$330K -$16.9K -179 -5%
FOA
335
Five Oceans Advisors
California
$327K +$318K +3,366 New
PA
336
Procyon Advisors
Connecticut
$325K +$317K +3,351 New
VFPW
337
Vantage Financial Partners (Wisconsin)
Wisconsin
$322K +$473 +5 +0.2%
SI
338
Stephens Inc
Arkansas
$320K +$312K +3,296 New
BJL
339
Brighton Jones LLC
Washington
$317K -$11K -116 -3%
BP
340
Ballentine Partners
Massachusetts
$315K +$30.2K +319 +11%
FNBT
341
FineMark National Bank & Trust
Florida
$314K -$537K -5,681 -64%
Carson Wealth (CWM LLC)
342
Carson Wealth (CWM LLC)
Nebraska
$312K +$180K +1,901 +144%
CG
343
Caprock Group
Idaho
$309K +$13.1K +139 +5%
BFS
344
Baskin Financial Services
Ontario, Canada
$308K – – –
MMCM
345
Murphy & Mullick Capital Management
New York
$302K +$294K +3,108 New
BCA
346
Bay Colony Advisors
Massachusetts
$300K – – –
BBHC
347
Brown Brothers Harriman & Co
New York
$299K – – –
AQR Capital Management
348
AQR Capital Management
Connecticut
$298K +$290K +3,069 New
SCA
349
Snowden Capital Advisors
New York
$295K +$287K +3,040 New
SC
350
Savant Capital
Illinois
$295K -$161K -1,702 -36%