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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
Bogart Wealth LLC
351
Bogart Wealth LLC
Virginia
$186K -$1.14K -13 -0.6%
LC
352
Lindbrook Capital
California
$185K +$1.85K +21 +1%
IRC
353
Investors Research Corp
Georgia
$182K – – –
Swedbank
354
Swedbank
Sweden
$177K +$184K +2,096 New
TC
355
Tacita Capital
Ontario, Canada
$169K -$345K -3,920 -66%
OA
356
Operose Advisors
Wisconsin
$148K – – –
Avior Wealth Management
357
Avior Wealth Management
Nebraska
$141K – – –
CT
358
Caldwell Trust
Florida
$127K – – –
Quadrant Capital Group
359
Quadrant Capital Group
Ohio
$122K -$41.4K -471 -25%
WB
360
Webster Bank
Connecticut
$118K – – –
T
361
TOBAM
France
$115K – – –
Bartlett & Co Wealth Management
362
Bartlett & Co Wealth Management
Ohio
$112K – – –
Bartlett & Co
363
Bartlett & Co
Ohio
$112K – – –
Allworth Financial
364
Allworth Financial
California
$111K +$879 +10 +0.8%
MIA
365
Milestone Investment Advisors
Wisconsin
$108K +$112K +1,277 New
ING Group
366
ING Group
Netherlands
$105K – – –
CSC
367
Caldwell Sutter Capital
California
$96.4K -$615 -7 -0.6%
Huntington National Bank
368
Huntington National Bank
Ohio
$96.3K -$51.3K -584 -34%
Carson Wealth (CWM LLC)
369
Carson Wealth (CWM LLC)
Nebraska
$93K +$29.4K +335 +44%
RhumbLine Advisers
370
RhumbLine Advisers
Massachusetts
$92.4K +$12.7K +145 +15%
Central Trust Company
371
Central Trust Company
Missouri
$86.9K – – –
AF
372
Advisornet Financial
Minnesota
$84.4K – – –
JFA
373
JNBA Financial Advisors
Minnesota
$84.4K – – –
TF
374
Tompkins Financial
New York
$84.4K – – –
Washington Trust
375
Washington Trust
Rhode Island
$84.4K – – –