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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
401
Alpha Omega Wealth Management
Virginia
$15K +$15.7K +200 New
SSB
402
Sandy Spring Bank
Maryland
$13K -$51.1K -650 -79%
DBT
403
Dubuque Bank & Trust
Iowa
$13K
LWS
404
Lucia Wealth Services
California
$13K +$13.9K +177 New
FMII
405
Farmers & Merchants Investments Inc
Nebraska
$11K
FWM
406
Focused Wealth Management
New York
$11K
TCM
407
Tradewinds Capital Management
Washington
$9K
CIP
408
Convergence Investment Partners
Florida
$9K +$9.28K +118 New
EARNEST Partners
409
EARNEST Partners
Georgia
$8K
SWMG
410
Signature Wealth Management Group
Georgia
$8K
Carson Wealth (CWM LLC)
411
Carson Wealth (CWM LLC)
Nebraska
$7K +$7.32K +93 New
Bessemer Group
412
Bessemer Group
New Jersey
$6K
DAM
413
Delta Asset Management
Tennessee
$6K
MOS
414
MGO One Seven
Ohio
$6K
WC
415
Whitnell & Co
Illinois
$6K
OFW
416
Omnia Family Wealth
Florida
$5K
TFO
417
Tarbox Family Office
California
$5K
VCM
418
Versant Capital Management
Arizona
$5K
SIM
419
Sonora Investment Management
Arizona
$3.78K
WTC
420
WhitTier Trust Company
Nevada
$3K
JCM
421
Jacobi Capital Management
Pennsylvania
$3K +$2.67K +34 New
TI
422
Truepoint Inc
Ohio
$3K +$17.9K +227 New
GAM
423
Gemmer Asset Management
California
$2K +$2.36K +30 New
BWM
424
Baystate Wealth Management
Massachusetts
$1K
CFG
425
Citizens Financial Group
Rhode Island
$1K