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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
376
Lazard Asset Management
New York
$418K +$31.7K +228 +8%
BCA
377
Bay Colony Advisors
Massachusetts
$416K +$1.11K +8 +0.3%
WS
378
Wedbush Securities
California
$414K -$695 -5 -0.2%
FCM
379
Fourpath Capital Management
Oklahoma
$413K -$159K -1,145 -27%
UCFA
380
United Capital Financial Advisors
Texas
$406K +$30.1K +217 +8%
BIG
381
Brooklyn Investment Group
New York
$403K +$414K +2,982 New
NS
382
NBC Securities
Alabama
$403K -$10.3K -74 -2%
AWM
383
AE Wealth Management
Kansas
$398K -$33.8K -243 -8%
FOA
384
Five Oceans Advisors
California
$398K
PA
385
Parallel Advisors
California
$394K +$21.3K +153 +6%
SCM
386
Summerhill Capital Management
Ontario, Canada
$393K +$404K +2,907 New
DS
387
DRW Securities
Illinois
$392K +$289K +2,082 New
IP
388
Isthmus Partners
Wisconsin
$391K -$27.8K -200 -6%
FBFS
389
First Business Financial Services
Wisconsin
$377K +$44.9K +323 +13%
AG
390
Ascent Group
Virginia
$375K +$52.7K +379 +16%
Fifth Third Bancorp
391
Fifth Third Bancorp
Ohio
$370K -$48.8K -351 -11%
MMCM
392
Murphy & Mullick Capital Management
New York
$370K -$7.09K -51 -2%
GWM
393
Geneos Wealth Management
Colorado
$369K -$55.6K -400 -13%
FMC
394
First Merchants Corp
Indiana
$368K
EWS
395
Evergreen Wealth Solutions
Pennsylvania
$360K +$370K +2,660 New
FCG
396
Fielder Capital Group
Tennessee
$357K
SMC
397
Smith, Moore & Co
Missouri
$357K
GM
398
GeoWealth Management
Illinois
$352K +$362K +2,603 New
AGA
399
Arkos Global Advisors
Texas
$346K
MWA
400
Medallion Wealth Advisors
Connecticut
$346K -$20.1K -145 -5%