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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
351
Farther Finance Advisors
California
$482K +$138K +1,088 +41%
QP
352
Quilter Plc
United Kingdom
$482K
PE
353
PCM Encore
Colorado
$481K +$469K +3,707 New
AAS
354
Annex Advisory Services
Wisconsin
$481K +$31K +245 +7%
CSP
355
Cary Street Partners
Virginia
$480K
DMIC
356
Dixon Mitchell Investment Counsel
British Columbia, Canada
$476K +$464K +3,662 New
EWA
357
EverSource Wealth Advisors
Alabama
$476K +$44.7K +353 +11%
ACA
358
Atlas Capital Advisors
Wyoming
$473K +$461K +3,644 New
JPWM
359
Jamison Private Wealth Management
Georgia
$462K
BBHC
360
Brown Brothers Harriman & Co
New York
$459K +$46.6K +368 +12%
IB
361
Intrust Bank
Kansas
$454K -$26.5K -209 -6%
MJP
362
Michael J. Puzo
$454K
VFPW
363
Vantage Financial Partners (Wisconsin)
Wisconsin
$450K +$507 +4 +0.1%
PFS
364
Prospera Financial Services
Texas
$446K +$4.43K +35 +1%
ACM
365
Avalon Capital Management
California
$445K
VCM
366
Versant Capital Management
Arizona
$426K +$40.9K +323 +11%
RT
367
Rockland Trust
Massachusetts
$421K +$40.9K +323 +11%
PI
368
PineBridge Investments
New York
$416K +$93.6K +739 +46%
AWM
369
AE Wealth Management
Kansas
$413K -$46K -363 -10%
GWM
370
Geneos Wealth Management
Colorado
$406K
IP
371
Isthmus Partners
Wisconsin
$401K +$391K +3,091 New
Fifth Third Bancorp
372
Fifth Third Bancorp
Ohio
$401K -$42.9K -339 -10%
WS
373
Wedbush Securities
California
$398K -$4.3K -34 -1%
BCA
374
Bay Colony Advisors
Massachusetts
$397K
CCA
375
Checchi Capital Advisers
California
$396K -$9.88K -78 -2%