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Bank of Montreal

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