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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
AGA
401
Arkos Global Advisors
Texas
$332K – – –
SS
402
SBI Securities
Japan
$331K -$7.6K -60 -2%
ONB
403
Old National Bancorp
Indiana
$330K – – –
CFO
404
CVA Family Office
Colorado
$326K – – –
PWP
405
Perfromance Wealth Partners
Illinois
$324K – – –
ATC
406
Argent Trust Co
Tennessee
$323K -$36.1K -285 -10%
FBFS
407
First Business Financial Services
Wisconsin
$320K -$3.8K -30 -1%
AC
408
AlphaCore Capital
California
$314K +$49.8K +393 +19%
NSIM
409
North Star Investment Management
Illinois
$314K +$3.55K +28 +1%
GCP
410
Gill Capital Partners
Colorado
$313K – – –
AG
411
Ascent Group
Virginia
$311K +$2.15K +17 +0.7%
BWL
412
Bogart Wealth LLC
Virginia
$309K +$22.7K +179 +8%
MFG
413
Magnus Financial Group
New York
$304K -$65.2K -515 -18%
WHG
414
Westwood Holdings Group
Texas
$303K – – –
BHPW
415
Beverly Hills Private Wealth
California
$303K -$125K -985 -30%
PP
416
Patten & Patten
Tennessee
$302K – – –
PNC
417
Park National Corp
Ohio
$302K – – –
TA
418
Townsend & Associates
Colorado
$300K – – –
SCA
419
Snowden Capital Advisors
New York
$299K -$56.1K -443 -16%
VI
420
Versor Investments
New York
$299K +$291K +2,299 New
HH
421
Hilltop Holdings
Texas
$298K -$113K -889 -28%
AF
422
Allworth Financial
California
$296K +$20.3K +160 +8%
AWM
423
Aprio Wealth Management
Georgia
$296K +$51.8K +409 +22%
JWCA
424
J.W. Cole Advisors
Florida
$295K -$172K -1,361 -37%
Thrivent Financial for Lutherans
425
Thrivent Financial for Lutherans
Minnesota
$291K -$2.03K -16 -0.7%