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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
BP
351
Ballentine Partners
Massachusetts
$234K -$54.1K -584 -18%
CAPTRUST Financial Advisors
352
CAPTRUST Financial Advisors
North Carolina
$234K -$54.4K -588 -19%
NSIM
353
North Star Investment Management
Illinois
$231K -$5.09K -55 -2%
PA
354
Parallel Advisors
California
$227K -$41.7K -450 -15%
CFO
355
CVA Family Office
Colorado
$227K +$231K +2,500 New
TA
356
Townsend & Associates
Colorado
$226K
VFA
357
Valeo Financial Advisors
Indiana
$223K +$228K +2,461 New
KOCAA
358
Knights of Columbus Asset Advisors
Connecticut
$219K -$17.5K -189 -7%
WHG
359
Westwood Holdings Group
Texas
$212K +$216K +2,336 New
LC
360
Landaas & Company
Wisconsin
$211K
Cerity Partners
361
Cerity Partners
New York
$206K -$80.9K -874 -28%
AAS
362
Avantax Advisory Services
Texas
$205K -$30.5K -330 -13%
GT
363
Glenmede Trust
Pennsylvania
$203K -$223K -2,405 -52%
UCFA
364
United Capital Financial Advisors
Texas
$202K -$19.9K -215 -9%
RW
365
REDW Wealth
New Mexico
$201K +$205K +2,220 New
SPP
366
Single Point Partners
Massachusetts
$201K +$205K +2,216 New
DT
367
Diversified Trust
Tennessee
$200K +$205K +2,213 New
IRC
368
Investors Research Corp
Georgia
$195K
TCA
369
Trifecta Capital Advisors
Illinois
$192K +$196K +2,119 New
LC
370
Lindbrook Capital
California
$188K -$26.1K -282 -12%
QCG
371
Quadrant Capital Group
Ohio
$181K -$37.5K -405 -17%
BWL
372
Bogart Wealth LLC
Virginia
$170K -$66.8K -722 -28%
HNB
373
Huntington National Bank
Ohio
$163K +$25.5K +275 +18%
OA
374
Operose Advisors
Wisconsin
$159K -$30.4K -328 -16%
CT
375
Caldwell Trust
Florida
$136K