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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
376
Compagnie Lombard Odier SCmA
Switzerland
$22K – – –
DSI
377
Daiwa SB Investments
Japan
$22K – – –
SFA
378
Spectrum Financial Alliance
Kentucky
$22K – – –
JCM
379
Jacobi Capital Management
Pennsylvania
$22K +$22.2K +300 +857%
AssetMark Inc
380
AssetMark Inc
California
$21K -$2.74K -37 -10%
CCM
381
Covington Capital Management
California
$21K – – –
CBT
382
Capital Bank & Trust
California
$19K – – –
RFC
383
Regions Financial Corp
Alabama
$19K – – –
SIM
384
Sonora Investment Management
Arizona
$19K – – –
MIP
385
Mondrian Investment Partners
United Kingdom
$19K +$74 +1 +0.5%
Carson Wealth (CWM LLC)
386
Carson Wealth (CWM LLC)
Nebraska
$18K +$11.6K +156 +129%
WANY
387
Wealthspire Advisors (New York)
New York
$17K +$19.3K +260 New
PB
388
Pinnacle Bancorp
Nebraska
$17K +$19.6K +265 New
SMFS
389
Squar Milner Financial Services
California
$16K – – –
LB
390
Legacy Bridge
Iowa
$16K +$18.6K +251 New
CAPTRUST Financial Advisors
391
CAPTRUST Financial Advisors
North Carolina
$15K – – –
TNBTD
392
Trustmark National Bank Trust Department
Mississippi
$15K – – –
SBL
393
Sargent Bickham Lagudis
Colorado
$14K – – –
LF
394
Lee Financial
Texas
$13K – – –
BL
395
Balentine LLC
Georgia
$13K +$9.27K +125 +162%
EWM
396
Executive Wealth Management
Michigan
$13K +$14.8K +200 New
AIA
397
Alera Investment Advisors
Illinois
$12K +$13.1K +177 New
RCAG
398
Rehmann Capital Advisory Group
Michigan
$11.8K +$74 +1 +0.6%
FHB
399
First Hawaiian Bank
Hawaii
$10K – – –
PW
400
Price Wealth
Texas
$10K – – –