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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
426
Donaldson Capital Management
Indiana
$364K +$323K +2,058 New
PL
427
Plancorp LLC
Missouri
$359K +$2.04K +13 +0.7%
OFO
428
OneAscent Family Office
Alabama
$359K +$65.1K +414 +26%
FFG
429
Frisch Financial Group
New York
$358K +$319K +2,028 New
Fifth Third Bancorp
430
Fifth Third Bancorp
Ohio
$358K -$112K -710 -26%
AG
431
Algert Global
California
$357K -$17.1K -109 -5%
CBU
432
CIBC Bancorp USA
Illinois
$356K +$2.83K +18 +0.9%
BIM
433
Bridges Investment Management
Nebraska
$353K – – –
EWA
434
EP Wealth Advisors
California
$349K +$311K +1,977 New
SCM
435
Saxony Capital Management
Missouri
$349K – – –
EFL
436
ERn Financial LLC
Wisconsin
$348K +$45.7K +291 +17%
GG
437
Greenwood Gearhart
Arkansas
$338K +$45.6K +290 +18%
PAS
438
Park Avenue Securities
New York
$333K -$357K -2,269 -55%
MCA
439
MSH Capital Advisors
Arizona
$332K -$11.8K -75 -4%
UBS AM
440
UBS AM
Illinois
$323K – – –
BP
441
Ballentine Partners
Massachusetts
$321K -$5.19K -33 -2%
HCP
442
Hexagon Capital Partners
Arkansas
$321K -$8.49K -54 -3%
AWA
443
ARQ Wealth Advisors
Arizona
$318K – – –
EAM
444
Empirical Asset Management
Massachusetts
$317K +$282K +1,793 New
BCM
445
Buckhead Capital Management
Georgia
$315K – – –
PJSIMP
446
P.J. Schmidt Investment Management (PJS)
Wisconsin
$313K – – –
FFG
447
Fiduciary Financial Group
California
$312K -$8.8K -56 -3%
IB
448
Intrust Bank
Kansas
$312K -$271K -1,722 -49%
AC
449
AlphaCore Capital
California
$312K +$277K +1,763 New
CH
450
Cromwell Holdings
Wyoming
$307K – – –