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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
401
West Family Investments
California
$422K +$32.2K +205 +9%
GWM
402
Geneos Wealth Management
Colorado
$418K -$56.6K -360 -13%
AWM
403
Aprio Wealth Management
Georgia
$416K +$31.1K +198 +9%
PP
404
Patten & Patten
Tennessee
$411K – – –
PNC
405
Park National Corp
Ohio
$411K – – –
AAP
406
Arax Advisory Partners
Colorado
$405K +$291K +1,851 +421%
TA
407
Townsend & Associates
Colorado
$396K – – –
VFA
408
Valeo Financial Advisors
Indiana
$393K +$943 +6 +0.3%
PI
409
PineBridge Investments
New York
$391K -$462K -2,938 -65%
ACA
410
Atlas Capital Advisors
Wyoming
$389K – – –
SWP
411
Sagespring Wealth Partners
Tennessee
$389K -$35.2K -224 -9%
NP
412
Nilsine Partners
Colorado
$388K +$2.36K +15 +0.7%
WF
413
WoodTrust Financial
Wisconsin
$387K – – –
FAOAI
414
Fund Advisors of America Inc
Florida
$386K – – –
SIM
415
Studio Investment Management
Illinois
$384K – – –
SR
416
Swiss Re
Switzerland
$380K +$292K +1,859 +641%
IIL
417
Income Insurance Ltd
$377K – – –
SI
418
Seeds Investor
New York
$371K +$1.42K +9 +0.4%
HH
419
Hilltop Holdings
Texas
$369K -$56.6K -360 -15%
SFG
420
SNS Financial Group
Minnesota
$369K +$6.13K +39 +2%
JWCA
421
J.W. Cole Advisors
Florida
$368K -$23.3K -148 -7%
RWMH
422
Riverpoint Wealth Management Holdings
Illinois
$367K – – –
DCM
423
Donaldson Capital Management
Indiana
$364K +$323K +2,058 New
PL
424
Plancorp LLC
Missouri
$359K +$2.04K +13 +0.7%
OFO
425
OneAscent Family Office
Alabama
$359K +$65.1K +414 +26%
15 16
17
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