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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
WFI
326
West Family Investments
California
$502K +$5.21K +44 +1%
CGA
327
Crescent Grove Advisors
Illinois
$500K
QP
328
Quilter Plc
United Kingdom
$483K
IB
329
Intrust Bank
Kansas
$483K +$12.7K +107 +3%
CSP
330
Cary Street Partners
Virginia
$482K -$12.9K -109 -3%
FPAS
331
Focus Partners Advisor Solutions
Missouri
$475K +$131K +1,109 +42%
NL
332
NWAM LLC
Washington
$475K +$592 +5 +0.1%
JWCA
333
J.W. Cole Advisors
Florida
$473K +$41.7K +352 +11%
Kovitz Investment Group Partners
334
Kovitz Investment Group Partners
Illinois
$466K +$9.47K +80 +2%
JPWM
335
Jamison Private Wealth Management
Georgia
$463K
BJL
336
Brighton Jones LLC
Washington
$463K +$29K +245 +7%
AWM
337
AE Wealth Management
Kansas
$462K +$43.3K +366 +12%
IWC
338
Integrated Wealth Concepts
Massachusetts
$461K +$8.05K +68 +2%
MJP
339
Michael J. Puzo
$456K
VFPW
340
Vantage Financial Partners (Wisconsin)
Wisconsin
$451K +$15.5K +131 +4%
AAS
341
Annex Advisory Services
Wisconsin
$451K +$75.8K +640 +23%
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$446K -$5.33K -45 -1%
ACM
343
Avalon Capital Management
California
$446K
VA
344
VestGen Advisors
Illinois
$445K +$5.33K +45 +1%
PFS
345
Prospera Financial Services
Texas
$443K +$2.37K +20 +0.6%
CCIA
346
Campbell & Co Investment Adviser
Maryland
$437K -$11.9M -100,752 -97%
BHPW
347
Beverly Hills Private Wealth
California
$432K -$37.5K -317 -9%
DT
348
Diversified Trust
Tennessee
$432K +$29.2K +247 +8%
EWA
349
EverSource Wealth Advisors
Alabama
$431K +$1.18K +10 +0.3%
DB
350
Danske Bank
Denmark
$427K +$10.4K +88 +3%