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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$234K -$54.4K -588 -19%
NSIM
352
North Star Investment Management
Illinois
$231K -$5.09K -55 -2%
PA
353
Parallel Advisors
California
$227K -$41.7K -450 -15%
CFO
354
CVA Family Office
Colorado
$227K +$231K +2,500 New
TA
355
Townsend & Associates
Colorado
$226K – – –
VFA
356
Valeo Financial Advisors
Indiana
$223K +$228K +2,461 New
KOCAA
357
Knights of Columbus Asset Advisors
Connecticut
$219K -$17.5K -189 -7%
WHG
358
Westwood Holdings Group
Texas
$212K +$216K +2,336 New
LC
359
Landaas & Company
Wisconsin
$211K – – –
Cerity Partners
360
Cerity Partners
New York
$206K -$80.9K -874 -28%
AAS
361
Avantax Advisory Services
Texas
$205K -$30.5K -330 -13%
GT
362
Glenmede Trust
Pennsylvania
$203K -$223K -2,405 -52%
UCFA
363
United Capital Financial Advisors
Texas
$202K -$19.9K -215 -9%
RW
364
REDW Wealth
New Mexico
$201K +$205K +2,220 New
SPP
365
Single Point Partners
Massachusetts
$201K +$205K +2,216 New
DT
366
Diversified Trust
Tennessee
$200K +$205K +2,213 New
IRC
367
Investors Research Corp
Georgia
$195K – – –
TCA
368
Trifecta Capital Advisors
Illinois
$192K +$196K +2,119 New
LC
369
Lindbrook Capital
California
$188K -$26.1K -282 -12%
QCG
370
Quadrant Capital Group
Ohio
$181K -$37.5K -405 -17%
BWL
371
Bogart Wealth LLC
Virginia
$170K -$66.8K -722 -28%
HNB
372
Huntington National Bank
Ohio
$163K +$25.5K +275 +18%
OA
373
Operose Advisors
Wisconsin
$159K -$30.4K -328 -16%
CT
374
Caldwell Trust
Florida
$136K – – –
SPIA
375
Steward Partners Investment Advisory
New York
$132K -$18.1K -196 -12%