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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
376
Janiczek Wealth Management
Colorado
$149K +$14.3K +135 +10%
CT
377
Caldwell Trust
Florida
$144K – – –
PI
378
PEAK6 Investments
Illinois
$139K +$164K +1,544 New
Bessemer Group
379
Bessemer Group
New Jersey
$139K -$15.6K -147 -9%
SPIA
380
Steward Partners Investment Advisory
New York
$139K – – –
CJL
381
Cyrus J. Lawrence
New York
$135K – – –
WB
382
Webster Bank
Connecticut
$135K – – –
AF
383
Allworth Financial
California
$133K +$9.14K +86 +7%
BC
384
Bartlett & Co
Ohio
$128K – – –
BCWM
385
Bartlett & Co Wealth Management
Ohio
$128K – – –
TCOV
386
Trust Company of Vermont
Vermont
$121K +$133K +1,255 New
JEST
387
JTC Employer Solutions Trustee
Jersey
$112K – – –
SOW
388
State of Wyoming
Wyoming
$110K +$2.44K +23 +2%
SWA
389
Sutton Wealth Advisors
Florida
$105K – – –
AF
390
Advisornet Financial
Minnesota
$96K -$140K -1,320 -57%
GLLW
391
Graves Light Lenhart Wealth
Virginia
$96K – – –
JFA
392
JNBA Financial Advisors
Minnesota
$96K – – –
TF
393
Tompkins Financial
New York
$96K – – –
WT
394
Washington Trust
Rhode Island
$96K – – –
IHWM
395
Iron Horse Wealth Management
Iowa
$94K – – –
CIM
396
Contravisory Investment Management
Massachusetts
$92K -$1.27K -12 -1%
BBPWM
397
Blue Bell Private Wealth Management
Pennsylvania
$92K – – –
HI
398
Hudock Inc
Pennsylvania
$87K +$425 +4 +0.4%
AAP
399
Arax Advisory Partners
Colorado
$78K – – –
BCA
400
Bray Capital Advisors
Florida
$77K – – –