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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
MBT
401
Monroe Bank & Trust
Michigan
$16K +$15.6K +200 New
DBT
402
Dubuque Bank & Trust
Iowa
$15K – – –
FMII
403
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
FWM
404
Focused Wealth Management
New York
$12K – – –
TCM
405
Tradewinds Capital Management
Washington
$10K -$18.7K -240 -66%
WWMSC
406
Wagner Wealth Management (South Carolina)
South Carolina
$10K +$9.82K +126 New
PCM
407
Poehling Capital Management
Wisconsin
$10K +$9.98K +128 New
RPC
408
Rossmore Private Capital
Connecticut
$8K +$7.8K +100 New
EARNEST Partners
409
EARNEST Partners
Georgia
$8K +$7.8K +100 New
FFG
410
Ford Financial Group
California
$8K +$7.8K +100 New
SWMG
411
Signature Wealth Management Group
Georgia
$8K +$7.8K +100 New
EWM
412
Evercore Wealth Management
New York
$7K – – –
Bessemer Group
413
Bessemer Group
New Jersey
$6K – – –
DAM
414
Delta Asset Management
Tennessee
$6K – – –
VCM
415
Versant Capital Management
Arizona
$6K – – –
MOS
416
MGO One Seven
Ohio
$6K +$5.77K +74 New
WC
417
Whitnell & Co
Illinois
$6K +$5.93K +76 New
OFW
418
Omnia Family Wealth
Florida
$5K – – –
TFO
419
Tarbox Family Office
California
$5K – – –
SIM
420
Sonora Investment Management
Arizona
$4K +$3.9K +50 New
TSW
421
Thompson Siegel & Walmsley
Virginia
$4K – – –
WTC
422
WhitTier Trust Company
Nevada
$3K – – –
STA
423
Summit Trail Advisors
New York
$3K +$2.88K +37 New
BWM
424
Baystate Wealth Management
Massachusetts
$1K – – –
CFG
425
Citizens Financial Group
Rhode Island
$1K – – –