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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
WFI
351
West Family Investments
California
$253K -$32.4K -301 -11%
LC
352
Landaas & Company
Wisconsin
$251K – – –
OC
353
Oarsman Capital
Wisconsin
$250K -$1.51K -14 -0.6%
BNP Paribas Asset Management
354
BNP Paribas Asset Management
France
$248K +$248K +2,300 New
PFO
355
Pathstone Family Office
New Jersey
$241K – – –
OWP
356
Obermeyer Wealth Partners
Colorado
$240K – – –
RW
357
REDW Wealth
New Mexico
$239K – – –
IAA
358
Independent Advisor Alliance
North Carolina
$235K +$10.3K +96 +5%
DT
359
Diversified Trust
Tennessee
$234K – – –
BTW
360
Boston Trust Walden
Massachusetts
$234K +$13.5K +125 +6%
GLA
361
Good Life Advisors
Pennsylvania
$233K -$47.4K -440 -17%
IRC
362
Investors Research Corp
Georgia
$232K – – –
PWLP
363
Prio Wealth Limited Partnership
Massachusetts
$232K – – –
MA
364
Mutual Advisors
Nebraska
$229K – – –
LC
365
Lindbrook Capital
California
$229K +$754 +7 +0.3%
BWA
366
BDO Wealth Advisors
Florida
$227K – – –
SBIA
367
Sheaff Brock Investment Advisors
Indiana
$227K +$108 +1 +0%
GC
368
Guggenheim Capital
Illinois
$225K -$319K -2,964 -59%
AFP
369
Ausdal Financial Partners
Iowa
$223K – – –
SFG
370
SNS Financial Group
Minnesota
$218K – – –
BIM
371
Bridges Investment Management
Nebraska
$215K +$216K +2,000 New
CRC
372
Curi RMB Capital
Illinois
$212K +$212K +1,965 New
SEP
373
Southland Equity Partners
Missouri
$212K +$212K +1,965 New
Tudor Investment Corp
374
Tudor Investment Corp
Connecticut
$210K +$210K +1,951 New
EIG
375
Ellenbecker Investment Group
Wisconsin
$207K +$207K +1,922 New