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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
AF
376
Allworth Financial
California
$117K +$1.18K +13 +1%
BCWM
377
Bartlett & Co Wealth Management
Ohio
$112K -$9.08K -100 -7%
QCG
378
Quadrant Capital Group
Ohio
$110K -$32.1K -353 -21%
CH
379
Cromwell Holdings
Wyoming
$106K +$115K +1,266 New
MG
380
Mather Group
Illinois
$105K +$2.27K +25 +2%
CWM
381
Compass Wealth Management
Connecticut
$104K
EDRH
382
Edmond de Rothschild Holding
Switzerland
$101K +$109K +1,204 New
SFFS
383
Stonehage Fleming Financial Services
Jersey
$95.6K +$103K +1,139 New
WT
384
Whittier Trust
California
$91.6K +$15.1K +166 +18%
PFA
385
Pathway Financial Advisers
Indiana
$91K +$1.09K +12 +1%
WCM
386
Winthrop Capital Management
Indiana
$89K +$4.63K +51 +5%
AF
387
Advisornet Financial
Minnesota
$83.8K
TF
388
Tompkins Financial
New York
$83.8K
WT
389
Washington Trust
Rhode Island
$83.8K
IHWM
390
Iron Horse Wealth Management
Iowa
$82.2K
TSMHT
391
Thurston Springer Miller Herd & Titak
Indiana
$81.4K +$88.2K +971 New
BBPWM
392
Blue Bell Private Wealth Management
Pennsylvania
$80.5K
RhumbLine Advisers
393
RhumbLine Advisers
Massachusetts
$75.7K +$7.26K +80 +10%
JWM
394
Janiczek Wealth Management
Colorado
$72.2K
CSC
395
Caldwell Sutter Capital
California
$72K -$30K -330 -28%
Carson Wealth (CWM LLC)
396
Carson Wealth (CWM LLC)
Nebraska
$72K +$454 +5 +0.6%
1IA
397
1620 Investment Advisors
Massachusetts
$71.5K +$108K +1,194 New
Jones Financial Companies
398
Jones Financial Companies
Missouri
$68.2K +$73.8K +813 New
DFA
399
DHJJ Financial Advisors
Illinois
$67.3K
BCA
400
Bray Capital Advisors
Florida
$67.1K