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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
326
MAI Capital Management
Ohio
$419K +$25K +248 +7%
NL
327
NWAM LLC
Washington
$417K -$11K -109 -3%
QP
328
Quilter Plc
United Kingdom
$411K -$6.05K -60 -2%
MM
329
MQS Management
New York
$408K -$202K -2,008 -35%
BHPW
330
Beverly Hills Private Wealth
California
$402K -$24.3K -241 -6%
IB
331
Intrust Bank
Kansas
$399K +$133K +1,322 +58%
JPWM
332
Jamison Private Wealth Management
Georgia
$394K
IC
333
Iconiq Capital
California
$392K -$123K -1,217 -26%
MJP
334
Michael J. Puzo
$387K
Kovitz Investment Group Partners
335
Kovitz Investment Group Partners
Illinois
$387K +$15.1K +150 +4%
IWC
336
Integrated Wealth Concepts
Massachusetts
$384K +$19.4K +193 +6%
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$384K -$2.42K -24 -0.7%
ACA
338
Atlas Capital Advisors
Wyoming
$383K -$52.5K -521 -13%
ACM
339
Avalon Capital Management
California
$379K
NS
340
NBC Securities
Alabama
$377K -$9.17K -91 -3%
KMWM
341
Keudell/Morrison Wealth Management
Oregon
$375K
PFS
342
Prospera Financial Services
Texas
$374K +$35.1K +348 +11%
VA
343
VestGen Advisors
Illinois
$373K +$202 +2 +0.1%
VFPW
344
Vantage Financial Partners (Wisconsin)
Wisconsin
$368K +$504 +5 +0.2%
Carson Wealth (CWM LLC)
345
Carson Wealth (CWM LLC)
Nebraska
$367K +$5.54K +55 +2%
BJL
346
Brighton Jones LLC
Washington
$366K +$4.23K +42 +1%
EWA
347
EverSource Wealth Advisors
Alabama
$365K +$103K +1,021 +45%
JWCA
348
J.W. Cole Advisors
Florida
$363K +$11.8K +117 +4%
DB
349
Danske Bank
Denmark
$357K
AWM
350
AE Wealth Management
Kansas
$352K +$21.8K +216 +7%