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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
IHWM
376
Iron Horse Wealth Management
Iowa
$82.7K
BBPWM
377
Blue Bell Private Wealth Management
Pennsylvania
$81K
WT
378
Whittier Trust
California
$78.1K
PFA
379
Pathway Financial Advisers
Indiana
$77.9K +$81.1K +923 New
JWM
380
Janiczek Wealth Management
Colorado
$75.1K -$4.31K -49 -5%
DFA
381
DHJJ Financial Advisors
Illinois
$67.8K +$70.6K +803 New
BCA
382
Bray Capital Advisors
Florida
$67.5K
AAP
383
Arax Advisory Partners
Colorado
$56.3K -$2.99K -34 -5%
CWM
384
Compass Wealth Management
Connecticut
$50.6K
PGAM
385
Princeton Global Asset Management
New Jersey
$50.6K
PTC
386
Private Trust Company
Ohio
$50.5K
GWS
387
Glassman Wealth Services
Virginia
$46.3K +$1.85K +21 +4%
LM
388
Lincluden Management
Ontario, Canada
$46K -$3.69K -42 -7%
CA
389
Crewe Advisors
Utah
$43.5K +$17.6K +200 +63%
GBT
390
Grove Bank & Trust
Florida
$43K
First Manhattan
391
First Manhattan
New York
$42.2K +$43.9K +500 New
JFGIW
392
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39.8K -$177K -2,016 -81%
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
$38.2K +$18K +205 +83%
CAL
394
Capital Analysts LLC
Pennsylvania
$38K +$264 +3 +0.7%
RCM
395
Ravenstone Capital Management
$37.2K
BTI
396
Blue Trust Inc
Georgia
$34K
SFFS
397
Stonehage Fleming Financial Services
Jersey
$33.3K +$34.5K +393 New
JMF
398
Johnson Midwest Financial
Iowa
$31K +$88 +1 +0.3%
WAS
399
Winch Advisory Services
Wisconsin
$30K
CLOS
400
Compagnie Lombard Odier SCmA
Switzerland
$28.8K +$29.9K +340 New