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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
PA
351
Parallel Advisors
California
$216K -$7.68K -81 -3%
FAFN
352
First Affirmative Financial Network
Colorado
$213K +$227K +2,392 New
WI
353
Wintrust Investments
Illinois
$209K +$222K +2,345 New
WHG
354
Westwood Holdings Group
Texas
$208K – – –
LC
355
Landaas & Company
Wisconsin
$207K – – –
GT
356
Glenmede Trust
Pennsylvania
$206K +$7.02K +74 +3%
RMC
357
Resources Management Corp
Connecticut
$206K -$2.14M -22,554 -95%
AAS
358
Avantax Advisory Services
Texas
$201K -$759 -8 -0.4%
TA
359
Townsend & Associates
Colorado
$201K – – –
LC
360
Lindbrook Capital
California
$195K +$10.3K +109 +5%
IRC
361
Investors Research Corp
Georgia
$192K – – –
TCA
362
Trifecta Capital Advisors
Illinois
$189K – – –
AssetMark Inc
363
AssetMark Inc
California
$165K -$177K -1,868 -50%
QCG
364
Quadrant Capital Group
Ohio
$160K -$19K -200 -10%
OA
365
Operose Advisors
Wisconsin
$157K – – –
AWM
366
Avior Wealth Management
Nebraska
$152K +$147K +1,547 +973%
BWL
367
Bogart Wealth LLC
Virginia
$149K -$20.1K -212 -11%
HNB
368
Huntington National Bank
Ohio
$147K -$13.5K -142 -8%
CT
369
Caldwell Trust
Florida
$134K – – –
Bessemer Group
370
Bessemer Group
New Jersey
$125K – – –
CJL
371
Cyrus J. Lawrence
New York
$125K – – –
WB
372
Webster Bank
Connecticut
$125K – – –
AF
373
Allworth Financial
California
$123K +$1.52K +16 +1%
T
374
TOBAM
France
$120K – – –
BC
375
Bartlett & Co
Ohio
$119K – – –