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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CT
376
Caldwell Trust
Florida
$144K
PI
377
PEAK6 Investments
Illinois
$139K +$164K +1,544 New
Bessemer Group
378
Bessemer Group
New Jersey
$139K -$15.6K -147 -9%
SPIA
379
Steward Partners Investment Advisory
New York
$139K
CJL
380
Cyrus J. Lawrence
New York
$135K
WB
381
Webster Bank
Connecticut
$135K
AF
382
Allworth Financial
California
$133K +$9.14K +86 +7%
BC
383
Bartlett & Co
Ohio
$128K
BCWM
384
Bartlett & Co Wealth Management
Ohio
$128K
TCOV
385
Trust Company of Vermont
Vermont
$121K +$133K +1,255 New
JEST
386
JTC Employer Solutions Trustee
Jersey
$112K
SOW
387
State of Wyoming
Wyoming
$110K +$2.44K +23 +2%
SWA
388
Sutton Wealth Advisors
Florida
$105K
AF
389
Advisornet Financial
Minnesota
$96K -$140K -1,320 -57%
GLLW
390
Graves Light Lenhart Wealth
Virginia
$96K
JFA
391
JNBA Financial Advisors
Minnesota
$96K
TF
392
Tompkins Financial
New York
$96K
WT
393
Washington Trust
Rhode Island
$96K
IHWM
394
Iron Horse Wealth Management
Iowa
$94K
CIM
395
Contravisory Investment Management
Massachusetts
$92K -$1.27K -12 -1%
BBPWM
396
Blue Bell Private Wealth Management
Pennsylvania
$92K
HI
397
Hudock Inc
Pennsylvania
$87K +$425 +4 +0.4%
AAP
398
Arax Advisory Partners
Colorado
$78K
BCA
399
Bray Capital Advisors
Florida
$77K
PP
400
Pacifica Partners
Canada
$76K