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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$12K
FWM
402
Focused Wealth Management
New York
$12K
TCM
403
Tradewinds Capital Management
Washington
$10K -$18.7K -240 -66%
WWMSC
404
Wagner Wealth Management (South Carolina)
South Carolina
$10K +$9.82K +126 New
PCM
405
Poehling Capital Management
Wisconsin
$10K +$9.98K +128 New
RPC
406
Rossmore Private Capital
Connecticut
$8K +$7.8K +100 New
EARNEST Partners
407
EARNEST Partners
Georgia
$8K +$7.8K +100 New
FFG
408
Ford Financial Group
California
$8K +$7.8K +100 New
SWMG
409
Signature Wealth Management Group
Georgia
$8K +$7.8K +100 New
EWM
410
Evercore Wealth Management
New York
$7K
Bessemer Group
411
Bessemer Group
New Jersey
$6K
DAM
412
Delta Asset Management
Tennessee
$6K
VCM
413
Versant Capital Management
Arizona
$6K
MOS
414
MGO One Seven
Ohio
$6K +$5.77K +74 New
WC
415
Whitnell & Co
Illinois
$6K +$5.93K +76 New
OFW
416
Omnia Family Wealth
Florida
$5K
TFO
417
Tarbox Family Office
California
$5K
SIM
418
Sonora Investment Management
Arizona
$4K +$3.9K +50 New
TSW
419
Thompson Siegel & Walmsley
Virginia
$4K
WTC
420
WhitTier Trust Company
Nevada
$3K
STA
421
Summit Trail Advisors
New York
$3K +$2.88K +37 New
BWM
422
Baystate Wealth Management
Massachusetts
$1K
CFG
423
Citizens Financial Group
Rhode Island
$1K
KF
424
Krilogy Financial
Missouri
$1K
BCMIO
425
Beacon Capital Management Inc (Ohio)
Ohio
$1K +$936 +12 New