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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
401
Steward Partners Investment Advisory
New York
$170K +$5.22K +45 +3%
WB
402
Webster Bank
Connecticut
$165K – – –
CJL
403
Cyrus J. Lawrence
New York
$165K +$162K +1,400 New
JWM
404
Janiczek Wealth Management
Colorado
$159K +$1.16K +10 +0.7%
BC
405
Bartlett & Co
Ohio
$157K +$154K +1,330 New
BCWM
406
Bartlett & Co Wealth Management
Ohio
$157K +$154K +1,330 New
AF
407
Allworth Financial
California
$153K – – –
JEST
408
JTC Employer Solutions Trustee
Jersey
$137K – – –
SOW
409
State of Wyoming
Wyoming
$132K +$55.6K +480 +75%
SWA
410
Sutton Wealth Advisors
Florida
$129K – – –
T
411
TOBAM
France
$128K +$126K +1,085 New
GLLW
412
Graves Light Lenhart Wealth
Virginia
$118K – – –
JFA
413
JNBA Financial Advisors
Minnesota
$118K – – –
WT
414
Washington Trust
Rhode Island
$118K – – –
TF
415
Tompkins Financial
New York
$118K +$116K +1,000 New
IHWM
416
Iron Horse Wealth Management
Iowa
$116K – – –
SG Americas Securities
417
SG Americas Securities
New York
$115K +$113K +974 New
CIM
418
Contravisory Investment Management
Massachusetts
$114K – – –
BBPWM
419
Blue Bell Private Wealth Management
Pennsylvania
$113K – – –
HI
420
Hudock Inc
Pennsylvania
$107K +$348 +3 +0.3%
AAP
421
Arax Advisory Partners
Colorado
$96K +$8.23K +71 +10%
BCA
422
Bray Capital Advisors
Florida
$94K – – –
CTC
423
Central Trust Company
Missouri
$90K +$43.5K +375 +97%
CPA
424
Cowen Prime Advisors
New York
$89K – – –
PP
425
Pacifica Partners
Canada
$89K – – –