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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
376
International Assets Investment Management
Florida
$423K +$56.4M +406,135 New
Lazard Asset Management
377
Lazard Asset Management
New York
$418K +$31.7K +228 +8%
BCA
378
Bay Colony Advisors
Massachusetts
$416K +$1.11K +8 +0.3%
WS
379
Wedbush Securities
California
$414K -$695 -5 -0.2%
FCM
380
Fourpath Capital Management
Oklahoma
$413K -$159K -1,145 -27%
UCFA
381
United Capital Financial Advisors
Texas
$406K +$30.1K +217 +8%
BIG
382
Brooklyn Investment Group
New York
$403K +$414K +2,982 New
NS
383
NBC Securities
Alabama
$403K -$10.3K -74 -2%
AWM
384
AE Wealth Management
Kansas
$398K -$33.8K -243 -8%
FOA
385
Five Oceans Advisors
California
$398K – – –
PA
386
Parallel Advisors
California
$394K +$21.3K +153 +6%
SCM
387
Summerhill Capital Management
Ontario, Canada
$393K +$404K +2,907 New
DS
388
DRW Securities
Illinois
$392K +$289K +2,082 New
IP
389
Isthmus Partners
Wisconsin
$391K -$27.8K -200 -6%
FBFS
390
First Business Financial Services
Wisconsin
$377K +$44.9K +323 +13%
AG
391
Ascent Group
Virginia
$375K +$52.7K +379 +16%
Fifth Third Bancorp
392
Fifth Third Bancorp
Ohio
$370K -$48.8K -351 -11%
MMCM
393
Murphy & Mullick Capital Management
New York
$370K -$7.09K -51 -2%
GWM
394
Geneos Wealth Management
Colorado
$369K -$55.6K -400 -13%
FMC
395
First Merchants Corp
Indiana
$368K – – –
EWS
396
Evergreen Wealth Solutions
Pennsylvania
$360K +$370K +2,660 New
FCG
397
Fielder Capital Group
Tennessee
$357K – – –
SMC
398
Smith, Moore & Co
Missouri
$357K – – –
GM
399
GeoWealth Management
Illinois
$352K +$362K +2,603 New
AGA
400
Arkos Global Advisors
Texas
$346K – – –