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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
401
JNBA Financial Advisors
Minnesota
$45.1K – – –
WSFS
402
Wilmington Savings Fund Society
Delaware
$45.1K +$42.7K +500 New
HNB
403
Huntington National Bank
Ohio
$44.3K – – –
RIL
404
Rothschild Investment LLC
Illinois
$43.5K +$597 +7 +1%
MPWT
405
MassMutual Private Wealth & Trust
Connecticut
$41.6K -$9.3K -109 -19%
CFB
406
Cullen/Frost Bankers
Texas
$37.6K – – –
CA
407
Crewe Advisors
Utah
$36.1K – – –
SIS
408
Strategic Investment Solutions
Illinois
$36.1K – – –
CAL
409
Capital Analysts LLC
Pennsylvania
$36K -$5.2K -61 -13%
GRP
410
Global Retirement Partners
California
$34.6K -$4.09K -48 -11%
WAS
411
Winch Advisory Services
Wisconsin
$31.6K – – –
PS
412
Principal Securities
Iowa
$31.1K -$597 -7 -2%
IWP
413
IAG Wealth Partners
Wisconsin
$30.2K – – –
WI
414
Wintrust Investments
Illinois
$30K -$201K -2,358 -87%
UCI
415
Uncommon Cents Investing
Wisconsin
$28.4K +$26.9K +315 New
SAM
416
Smartleaf Asset Management
Massachusetts
$27.9K +$11.1K +130 +73%
JEST
417
JTC Employer Solutions Trustee
Jersey
$25K – – –
TFIPS
418
Towarzystwo Funduszy Inwestycyjnych PZU SA
$24.4K – – –
BTC
419
Bank & Trust Company
Illinois
$23.7K – – –
1IA
420
1620 Investment Advisors
Massachusetts
$23.4K -$79.8K -935 -78%
FHA
421
First Horizon Advisors
Tennessee
$22.9K +$4.78K +56 +28%
WOSD
422
WFA of San Diego
California
$22.6K – – –
PTC
423
Private Trust Company
Ohio
$22.4K -$29.9K -350 -59%
CFGS
424
Concourse Financial Group Securities
Alabama
$21.6K – – –
AWM
425
Avior Wealth Management
Nebraska
$19.7K – – –
15 16
17
18 19