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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
WB
401
Webster Bank
Connecticut
$165K
CJL
402
Cyrus J. Lawrence
New York
$165K +$162K +1,400 New
JWM
403
Janiczek Wealth Management
Colorado
$159K +$1.16K +10 +0.7%
BC
404
Bartlett & Co
Ohio
$157K +$154K +1,330 New
BCWM
405
Bartlett & Co Wealth Management
Ohio
$157K +$154K +1,330 New
AF
406
Allworth Financial
California
$153K
JEST
407
JTC Employer Solutions Trustee
Jersey
$137K
SOW
408
State of Wyoming
Wyoming
$132K +$55.6K +480 +75%
SWA
409
Sutton Wealth Advisors
Florida
$129K
T
410
TOBAM
France
$128K +$126K +1,085 New
GLLW
411
Graves Light Lenhart Wealth
Virginia
$118K
JFA
412
JNBA Financial Advisors
Minnesota
$118K
WT
413
Washington Trust
Rhode Island
$118K
TF
414
Tompkins Financial
New York
$118K +$116K +1,000 New
IHWM
415
Iron Horse Wealth Management
Iowa
$116K
SG Americas Securities
416
SG Americas Securities
New York
$115K +$113K +974 New
CIM
417
Contravisory Investment Management
Massachusetts
$114K
BBPWM
418
Blue Bell Private Wealth Management
Pennsylvania
$113K
HI
419
Hudock Inc
Pennsylvania
$107K +$348 +3 +0.3%
AAP
420
Arax Advisory Partners
Colorado
$96K +$8.23K +71 +10%
BCA
421
Bray Capital Advisors
Florida
$94K
CTC
422
Central Trust Company
Missouri
$90K +$43.5K +375 +97%
CPA
423
Cowen Prime Advisors
New York
$89K
PP
424
Pacifica Partners
Canada
$89K
FCT
425
First Community Trust
Iowa
$83K