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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
376
Lenox Wealth Management
Ohio
$3K +$2.98K +44 +142%
EW
377
Evoke Wealth
California
$2.25K – – –
FP
378
Financial Perspectives
Minnesota
$2.11K – – –
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
HIA
380
Harbor Investment Advisory
Maryland
$2K – – –
LWA
381
Lenox Wealth Advisors
New York
$2K – – –
M
382
MOTCO
Texas
$2K – – –
JCM
383
Jacobi Capital Management
Pennsylvania
$2K +$68 +1 +3%
BAM
384
Bellevue Asset Management
Washington
$2K +$2.92K +43 New
CFB
385
Cullen/Frost Bankers
Texas
$1K -$20.9K -309 -96%
BL
386
Balentine LLC
Georgia
$1K -$12.5K -185 -92%
FHA
387
First Horizon Advisors
Tennessee
$1K -$4.2K -62 -67%
BWM
388
Baystate Wealth Management
Massachusetts
$1K -$1.02K -15 -58%
AWM
389
Avior Wealth Management
Nebraska
$1K – – –
CCA
390
Column Capital Advisors
Indiana
$1K – – –
TFGT
391
TS Financial Group (TSFG)
Illinois
$1K – – –
GWS
392
Glassman Wealth Services
Virginia
$1K +$542 +8 +100%
WCG
393
Weaver Consulting Group
California
$1K +$1.7K +25 New
H
394
Hexavest
Quebec, Canada
– -$40.6M -523,462 Closed
PAMP
395
Polar Asset Management Partners
Ontario, Canada
– -$12.4M -182,600 Closed
BCM
396
Barometer Capital Management
Ontario, Canada
– -$15.9M -159,600 Closed
Macquarie Group
397
Macquarie Group
Australia
– -$5.92M -76,351 Closed
Victory Capital Management
398
Victory Capital Management
Texas
– -$3.88M -50,000 Closed
IG
399
ING Group
Netherlands
– -$2.98M -38,500 Closed
JG
400
Jefferies Group
New York
– -$2.61M -33,662 Closed