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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
BTW
351
Boston Trust Walden
Massachusetts
$204K
RWM
352
Ritholtz Wealth Management
New York
$203K +$204K +2,031 New
IG
353
ING Group
Netherlands
$202K
SFG
354
SNS Financial Group
Minnesota
$202K
IP
355
Isthmus Partners
Wisconsin
$200K -$218K -2,167 -52%
CAPTRUST Financial Advisors
356
CAPTRUST Financial Advisors
North Carolina
$194K
KOCAA
357
Knights of Columbus Asset Advisors
Connecticut
$193K -$31.3K -311 -14%
MC
358
Maverick Capital
Texas
$193K +$43.4K +431 +29%
PI
359
PEAK6 Investments
Illinois
$180K -$1.11M -11,010 -86%
BFEC
360
Benjamin F. Edwards & Company
Missouri
$177K +$10.1K +100 +6%
Bessemer Group
361
Bessemer Group
New Jersey
$162K
Macquarie Group
362
Macquarie Group
Australia
$162K
CT
363
Caldwell Trust
Florida
$150K +$50.3K +500 +50%
WB
364
Webster Bank
Connecticut
$140K
SPIA
365
Steward Partners Investment Advisory
New York
$139K +$15.9K +158 +13%
JWM
366
Janiczek Wealth Management
Colorado
$134K +$16.4K +163 +14%
SOW
367
State of Wyoming
Wyoming
$134K +$74.7K +742 +123%
BC
368
Bartlett & Co
Ohio
$133K
BCWM
369
Bartlett & Co Wealth Management
Ohio
$133K
AF
370
Allworth Financial
California
$130K
JEST
371
JTC Employer Solutions Trustee
Jersey
$116K
SWA
372
Sutton Wealth Advisors
Florida
$109K -$101 -1 -0.1%
SSB
373
Sandy Spring Bank
Maryland
$104K
HNB
374
Huntington National Bank
Ohio
$104K +$28.6K +284 +37%
FCM
375
Firestone Capital Management
Florida
$103K