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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
DA
376
Doliver Advisors
Texas
$252K -$4.16K -44 -2%
Kovitz Investment Group Partners
377
Kovitz Investment Group Partners
Illinois
$250K +$244K +2,578 New
ONB
378
Old National Bancorp
Indiana
$248K
CFO
379
CVA Family Office
Colorado
$245K
CCA
380
Checchi Capital Advisers
California
$244K +$238K +2,516 New
PWP
381
Perfromance Wealth Partners
Illinois
$243K
DMIC
382
Dixon Mitchell Investment Counsel
British Columbia, Canada
$237K +$2.65K +28 +1%
NSIM
383
North Star Investment Management
Illinois
$232K -$189 -2 -0.1%
MFIM
384
Mesirow Financial Investment Management
Illinois
$229K +$223K +2,363 New
GT
385
Glenmede Trust
Pennsylvania
$227K +$221K +2,342 New
WHG
386
Westwood Holdings Group
Texas
$227K
PP
387
Patten & Patten
Tennessee
$226K
PNC
388
Park National Corp
Ohio
$226K -$5.67K -60 -3%
TC
389
TownSquare Capital
Utah
$224K +$218K +2,310 New
WI
390
WrapManager Inc
California
$224K +$218K +2,310 New
TCA
391
Trifecta Capital Advisors
Illinois
$223K -$35.4K -375 -14%
TA
392
Townsend & Associates
Colorado
$223K
OA
393
Operose Advisors
Wisconsin
$223K -$113K -1,193 -34%
WFI
394
West Family Investments
California
$221K -$9.17K -97 -4%
KWA
395
Kingswood Wealth Advisors
California
$220K +$214K +2,269 New
CRC
396
Curi RMB Capital
Illinois
$220K
1WA
397
180 Wealth Advisors
Washington
$217K -$19.5K -206 -8%
AAS
398
Annex Advisory Services
Wisconsin
$217K -$54.6K -578 -21%
IB
399
Intrust Bank
Kansas
$216K +$211K +2,229 New
BWL
400
Bogart Wealth LLC
Virginia
$214K