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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
401
CVA Family Office
Colorado
$241K – – –
TIM
402
Thompson Investment Management
Wisconsin
$241K -$23.1K -234 -8%
PAS
403
Point72 Asia (Singapore)
Singapore
$239K +$247K +2,498 New
FPAS
404
Focus Partners Advisor Solutions
Missouri
$239K +$248K +2,504 New
GC
405
Guggenheim Capital
Illinois
$239K +$248K +2,504 New
PWP
406
Perfromance Wealth Partners
Illinois
$239K – – –
CI
407
Corient IA
Florida
$239K +$247K +2,500 New
FBFS
408
First Business Financial Services
Wisconsin
$238K +$246K +2,492 New
TC
409
TownSquare Capital
Utah
$237K +$17.3K +175 +8%
SG Americas Securities
410
SG Americas Securities
New York
$230K +$238K +2,410 New
NSIM
411
North Star Investment Management
Illinois
$228K – – –
LFA
412
Legacy Financial Advisors
Kentucky
$228K +$236K +2,386 New
WHG
413
Westwood Holdings Group
Texas
$223K – – –
PP
414
Patten & Patten
Tennessee
$222K – – –
PNC
415
Park National Corp
Ohio
$222K – – –
VFA
416
Valeo Financial Advisors
Indiana
$218K -$57.2K -578 -20%
EWA
417
EverSource Wealth Advisors
Alabama
$218K +$76K +768 +51%
IB
418
Intrust Bank
Kansas
$218K +$5.14K +52 +2%
WFI
419
West Family Investments
California
$217K – – –
AAS
420
Annex Advisory Services
Wisconsin
$216K +$2.47K +25 +1%
Lido Advisors
421
Lido Advisors
California
$215K -$224K -2,263 -50%
TCWM
422
Total Clarity Wealth Management
Illinois
$212K – – –
PL
423
Plancorp LLC
Missouri
$211K +$218K +2,209 New
ASN
424
Advisory Services Network
Georgia
$210K +$218K +2,203 New
BWL
425
Bogart Wealth LLC
Virginia
$210K – – –