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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
351
Diversified Trust
Tennessee
$294K +$567 +6 +0.2%
LF
352
Lantz Financial
Illinois
$293K +$285K +3,020 New
CI
353
Cherokee Insurance
Michigan
$292K +$284K +3,005 New
WS
354
Wedbush Securities
California
$290K -$8.98K -95 -3%
WF
355
WoodTrust Financial
Wisconsin
$290K +$25.9K +274 +10%
HWM
356
HB Wealth Management
Georgia
$285K +$278K +2,936 New
EBT
357
Enterprise Bank & Trust
Massachusetts
$283K – – –
DR
358
Davis Rea
Ontario, Canada
$283K – – –
VFA
359
Valeo Financial Advisors
Indiana
$278K +$11.8K +125 +5%
MFG
360
Magnus Financial Group
New York
$277K – – –
PPC
361
Park Place Capital
Alabama
$274K +$267K +2,824 New
PA
362
Parallel Advisors
California
$272K +$19.7K +208 +8%
CAM
363
Cozad Asset Management
Illinois
$271K -$10.1K -107 -4%
ATC
364
Argent Trust Co
Tennessee
$271K +$264K +2,792 New
TIM
365
Thompson Investment Management
Wisconsin
$268K -$21.7K -230 -8%
SMC
366
Smith, Moore & Co
Missouri
$268K – – –
LC
367
Lindbrook Capital
California
$266K +$14.7K +155 +6%
FMC
368
First Merchants Corp
Indiana
$264K +$257K +2,716 New
UCFA
369
United Capital Financial Advisors
Texas
$263K -$2.17K -23 -0.8%
EPIM
370
Evelyn Partners Investment Management
$262K +$255K +2,700 New
MWA
371
Medallion Wealth Advisors
Connecticut
$260K +$255K +2,701 New
AGA
372
Arkos Global Advisors
Texas
$259K – – –
AAS
373
Ameritas Advisory Services
Nebraska
$257K +$3.59K +38 +1%
FCG
374
Fielder Capital Group
Tennessee
$257K – – –
HH
375
Hilltop Holdings
Texas
$253K +$246K +2,603 New
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