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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
Vident Advisory
351
Vident Advisory
Georgia
$484K +$96.1K +759 +26%
Farther Finance Advisors
352
Farther Finance Advisors
California
$482K +$138K +1,088 +41%
Quilter Plc
353
Quilter Plc
United Kingdom
$482K – – –
PE
354
PCM Encore
Colorado
$481K +$469K +3,707 New
Annex Advisory Services
355
Annex Advisory Services
Wisconsin
$481K +$31K +245 +7%
Cary Street Partners
356
Cary Street Partners
Virginia
$480K – – –
Dixon Mitchell Investment Counsel
357
Dixon Mitchell Investment Counsel
British Columbia, Canada
$476K +$464K +3,662 New
EverSource Wealth Advisors
358
EverSource Wealth Advisors
Alabama
$476K +$44.7K +353 +11%
ACA
359
Atlas Capital Advisors
Wyoming
$473K +$461K +3,644 New
JPWM
360
Jamison Private Wealth Management
Georgia
$462K – – –
Brown Brothers Harriman & Co
361
Brown Brothers Harriman & Co
New York
$459K +$46.6K +368 +12%
IB
362
Intrust Bank
Kansas
$454K -$26.5K -209 -6%
MJP
363
Michael J. Puzo
$454K – – –
VFPW
364
Vantage Financial Partners (Wisconsin)
Wisconsin
$450K +$507 +4 +0.1%
Prospera Financial Services
365
Prospera Financial Services
Texas
$446K +$4.43K +35 +1%
ACM
366
Avalon Capital Management
California
$445K – – –
VCM
367
Versant Capital Management
Arizona
$426K +$40.9K +323 +11%
RT
368
Rockland Trust
Massachusetts
$421K +$40.9K +323 +11%
PineBridge Investments
369
PineBridge Investments
New York
$416K +$93.6K +739 +46%
AE Wealth Management
370
AE Wealth Management
Kansas
$413K -$46K -363 -10%
Geneos Wealth Management
371
Geneos Wealth Management
Colorado
$406K – – –
IP
372
Isthmus Partners
Wisconsin
$401K +$391K +3,091 New
Fifth Third Bancorp
373
Fifth Third Bancorp
Ohio
$401K -$42.9K -339 -10%
Wedbush Securities
374
Wedbush Securities
California
$398K -$4.3K -34 -1%
BCA
375
Bay Colony Advisors
Massachusetts
$397K – – –