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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
PP
351
Patten & Patten
Tennessee
$210K +$199K +2,328 New
TA
352
Townsend & Associates
Colorado
$208K +$190K +2,225 New
TCWM
353
Total Clarity Wealth Management
Illinois
$205K +$194K +2,277 New
BHPW
354
Beverly Hills Private Wealth
California
$205K -$47.4K -556 -20%
AIA
355
Alera Investment Advisors
Illinois
$205K +$194K +2,270 New
Curi RMB Capital
356
Curi RMB Capital
Illinois
$204K +$193K +2,264 New
PP
357
Pegasus Partners
Wisconsin
$204K -$98.1K -1,150 -34%
RW
358
REDW Wealth
New Mexico
$200K +$189K +2,220 New
Bogart Wealth LLC
359
Bogart Wealth LLC
Virginia
$199K – – –
IRC
360
Investors Research Corp
Georgia
$195K – – –
OC
361
Oarsman Capital
Wisconsin
$191K +$181K +2,118 New
Gulf International Bank (UK)
362
Gulf International Bank (UK)
United Kingdom
$191K -$233K -2,726 -56%
Fifth Third Bancorp
363
Fifth Third Bancorp
Ohio
$179K -$41.8K -490 -20%
CH
364
Cromwell Holdings
Wyoming
$157K +$40.4K +473 +37%
SIM
365
Studio Investment Management
Illinois
$150K – – –
Macquarie Group
366
Macquarie Group
Australia
$147K – – –
GAMMA Investing
367
GAMMA Investing
California
$142K -$22.1K -259 -14%
EverSource Wealth Advisors
368
EverSource Wealth Advisors
Alabama
$140K +$5.63K +66 +4%
CT
369
Caldwell Trust
Florida
$135K – – –
WB
370
Webster Bank
Connecticut
$126K – – –
CJL
371
Cyrus J. Lawrence
New York
$126K – – –
Quadrant Capital Group
372
Quadrant Capital Group
Ohio
$121K +$2.3K +27 +2%
Allworth Financial
373
Allworth Financial
California
$121K -$341 -4 -0.3%
Bartlett & Co Wealth Management
374
Bartlett & Co Wealth Management
Ohio
$120K – – –
Carson Wealth (CWM LLC)
375
Carson Wealth (CWM LLC)
Nebraska
$119K +$39.4K +462 +54%