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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
401
Medallion Wealth Advisors
Connecticut
$346K -$20.1K -145 -5%
SCA
402
Snowden Capital Advisors
New York
$342K +$30.7K +221 +10%
BA
403
Bridgewater Advisors
New York
$342K -$82.5K -594 -21%
PFA
404
Pure Financial Advisors
California
$341K +$83.2K +599 +31%
CFO
405
CVA Family Office
Colorado
$340K – – –
PWP
406
Perfromance Wealth Partners
Illinois
$338K – – –
AF
407
Allworth Financial
California
$338K +$29.6K +213 +9%
SS
408
SBI Securities
Japan
$337K -$7.78K -56 -2%
TA
409
Townsend & Associates
Colorado
$336K – – –
MWM
410
Modern Wealth Management
Kansas
$333K +$94.8K +682 +39%
NP
411
Nilsine Partners
Colorado
$333K +$303K +2,183 New
CAM
412
Cozad Asset Management
Illinois
$332K -$53.4K -384 -14%
HH
413
Hilltop Holdings
Texas
$331K +$21K +151 +7%
NSIM
414
North Star Investment Management
Illinois
$328K +$1.11K +8 +0.3%
SWP
415
Sagespring Wealth Partners
Tennessee
$328K +$41.3K +297 +14%
GCP
416
Gill Capital Partners
Colorado
$326K – – –
MFIM
417
Mesirow Financial Investment Management
Illinois
$326K +$40.2K +289 +14%
BWL
418
Bogart Wealth LLC
Virginia
$323K +$278 +2 +0.1%
Brown Advisory
419
Brown Advisory
Maryland
$321K +$329K +2,371 New
KCM
420
Kathmere Capital Management
Pennsylvania
$319K +$48.5K +349 +17%
KMWM
421
Keudell/Morrison Wealth Management
Oregon
$318K -$45.4K -327 -12%
WHG
422
Westwood Holdings Group
Texas
$316K – – –
PP
423
Patten & Patten
Tennessee
$315K – – –
PNC
424
Park National Corp
Ohio
$315K – – –
MFG
425
Magnus Financial Group
New York
$311K -$6.53K -47 -2%