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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
376
Spectrum Financial Alliance
Kentucky
$22K
JCM
377
Jacobi Capital Management
Pennsylvania
$22K +$22.2K +300 +857%
AssetMark Inc
378
AssetMark Inc
California
$21K -$2.74K -37 -10%
CCM
379
Covington Capital Management
California
$21K
CBT
380
Capital Bank & Trust
California
$19K
RFC
381
Regions Financial Corp
Alabama
$19K
SIM
382
Sonora Investment Management
Arizona
$19K
MIP
383
Mondrian Investment Partners
United Kingdom
$19K +$74 +1 +0.5%
Carson Wealth (CWM LLC)
384
Carson Wealth (CWM LLC)
Nebraska
$18K +$11.6K +156 +129%
WANY
385
Wealthspire Advisors (New York)
New York
$17K +$19.3K +260 New
PB
386
Pinnacle Bancorp
Nebraska
$17K +$19.6K +265 New
PAMU
387
Pictet Asset Management (UK)
United Kingdom
$16.2K +$222K +3,000 +1%
SMFS
388
Squar Milner Financial Services
California
$16K
LB
389
Legacy Bridge
Iowa
$16K +$18.6K +251 New
CAPTRUST Financial Advisors
390
CAPTRUST Financial Advisors
North Carolina
$15K
TNBTD
391
Trustmark National Bank Trust Department
Mississippi
$15K
SBL
392
Sargent Bickham Lagudis
Colorado
$14K
LF
393
Lee Financial
Texas
$13K
BL
394
Balentine LLC
Georgia
$13K +$9.27K +125 +162%
EWM
395
Executive Wealth Management
Michigan
$13K +$14.8K +200 New
AIA
396
Alera Investment Advisors
Illinois
$12K +$13.1K +177 New
RCAG
397
Rehmann Capital Advisory Group
Michigan
$11.8K +$74 +1 +0.6%
FHB
398
First Hawaiian Bank
Hawaii
$10K
PW
399
Price Wealth
Texas
$10K
CIAS
400
Capital Investment Advisory Services
North Carolina
$10K +$11.1K +150 New