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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
RT
351
Rockland Trust
Massachusetts
$573K – – –
KCM
352
Kathmere Capital Management
Pennsylvania
$566K +$133K +847 +36%
AWM
353
Apollon Wealth Management
South Carolina
$560K +$148K +940 +42%
PFS
354
Prospera Financial Services
Texas
$560K -$42.4K -270 -8%
EWA
355
EverSource Wealth Advisors
Alabama
$556K -$179K -1,141 -27%
CCA
356
Checchi Capital Advisers
California
$547K -$6.92K -44 -1%
BCA
357
Bay Colony Advisors
Massachusetts
$543K – – –
CPIG
358
Chicago Partners Investment Group
Illinois
$537K +$478K +3,043 New
MFG
359
Magnus Financial Group
New York
$536K +$116K +740 +32%
WS
360
Wedbush Securities
California
$536K -$4.4K -28 -0.9%
SGI
361
Summit Global Investments
Utah
$536K +$477K +3,035 New
CW
362
Code Waechter
Florida
$535K -$87.6K -557 -16%
FPAS
363
Focus Partners Advisor Solutions
Missouri
$525K -$77.3K -492 -14%
DS
364
DRW Securities
Illinois
$522K – – –
FB
365
Fulton Bank
Pennsylvania
$522K -$683K -4,347 -60%
FOA
366
Five Oceans Advisors
California
$519K – – –
MWM
367
Modern Wealth Management
Kansas
$514K +$75.6K +481 +20%
AG
368
Ascent Group
Virginia
$511K +$18.4K +117 +4%
PFA
369
Pure Financial Advisors
California
$507K +$54.5K +347 +14%
AAS
370
Ameritas Advisory Services
Nebraska
$502K +$167K +1,063 +60%
EWS
371
Evergreen Wealth Solutions
Pennsylvania
$493K +$2.83K +18 +0.7%
FBFS
372
First Business Financial Services
Wisconsin
$492K – – –
DT
373
Diversified Trust
Tennessee
$492K -$59.3K -377 -12%
MMCM
374
Murphy & Mullick Capital Management
New York
$483K – – –
FMC
375
First Merchants Corp
Indiana
$480K – – –
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