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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
W
376
Wealthsimple
Ontario, Canada
$206K +$206K +1,912 New
DC
377
Davenport & Co
Virginia
$206K +$206K +1,913 New
BCM
378
Buckhead Capital Management
Georgia
$205K -$19.8K -184 -9%
AAS
379
Avantax Advisory Services
Texas
$205K +$205K +1,898 New
SMC
380
Smith, Moore & Co
Missouri
$204K +$204K +1,890 New
SIA
381
Schechter Investment Advisors
Michigan
$202K +$202K +1,874 New
KOCAA
382
Knights of Columbus Asset Advisors
Connecticut
$192K -$16.9K -157 -8%
BFEC
383
Benjamin F. Edwards & Company
Missouri
$192K – – –
Bessemer Group
384
Bessemer Group
New Jersey
$174K – – –
HNB
385
Huntington National Bank
Ohio
$174K +$61.2K +568 +54%
WT
386
Whittier Trust
California
$165K +$97.1K +901 +143%
CT
387
Caldwell Trust
Florida
$162K – – –
WB
388
Webster Bank
Connecticut
$151K – – –
SPIA
389
Steward Partners Investment Advisory
New York
$150K – – –
JWM
390
Janiczek Wealth Management
Colorado
$144K -$539 -5 -0.4%
AF
391
Allworth Financial
California
$140K – – –
TCOV
392
Trust Company of Vermont
Vermont
$135K +$135K +1,255 New
JEST
393
JTC Employer Solutions Trustee
Jersey
$124K – – –
SWA
394
Sutton Wealth Advisors
Florida
$118K – – –
SSB
395
Sandy Spring Bank
Maryland
$112K – – –
GLLW
396
Graves Light Lenhart Wealth
Virginia
$108K – – –
JFA
397
JNBA Financial Advisors
Minnesota
$108K – – –
WT
398
Washington Trust
Rhode Island
$108K – – –
IHWM
399
Iron Horse Wealth Management
Iowa
$106K – – –
CIM
400
Contravisory Investment Management
Massachusetts
$104K +$104K +968 New