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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
FCM
376
Firestone Capital Management
Florida
$208K +$175K +2,100 New
PMSA
377
Patrick M. Sweeney & Associates
Illinois
$208K +$175K +2,100 New
CRC
378
Curi RMB Capital
Illinois
$206K +$174K +2,079 New
GT
379
Glenmede Trust
Pennsylvania
$205K -$348K -4,167 -67%
RWMH
380
Riverpoint Wealth Management Holdings
Illinois
$205K +$173K +2,075 New
WI
381
WrapManager Inc
California
$204K -$41.2K -493 -19%
SFG
382
SNS Financial Group
Minnesota
$204K +$172K +2,057 New
TC
383
Tacita Capital
Ontario, Canada
$202K +$3K +36 +2%
DGAM
384
Desjardins Global Asset Management
Quebec, Canada
$174K -$233K -2,786 -61%
QCG
385
Quadrant Capital Group
Ohio
$167K +$20.5K +246 +17%
AWM
386
Avior Wealth Management
Nebraska
$166K – – –
GI
387
GAMMA Investing
California
$164K +$145K +1,740 New
CT
388
Caldwell Trust
Florida
$148K – – –
WB
389
Webster Bank
Connecticut
$139K – – –
T
390
TOBAM
France
$135K – – –
Acadian Asset Management
391
Acadian Asset Management
Massachusetts
$133K -$1.18M -14,100 -91%
BCWM
392
Bartlett & Co Wealth Management
Ohio
$131K – – –
BC
393
Bartlett & Co
Ohio
$131K – – –
AF
394
Allworth Financial
California
$131K +$918 +11 +0.8%
CSC
395
Caldwell Sutter Capital
California
$114K +$918 +11 +1%
SOW
396
State of Wyoming
Wyoming
$108K +$90.8K +1,088 New
CTC
397
Central Trust Company
Missouri
$102K – – –
IWA
398
Icon Wealth Advisors
Texas
$100K +$84.6K +1,013 New
AF
399
Advisornet Financial
Minnesota
$98.9K – – –
JFA
400
JNBA Financial Advisors
Minnesota
$98.9K – – –