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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
FP
426
Financial Perspectives
Minnesota
$3.25K +$3.16K +42 New
JCM
427
Jacobi Capital Management
Pennsylvania
$3K
LWA
428
Lenox Wealth Advisors
New York
$3K
M
429
MOTCO
Texas
$3K
PWP
430
Personal Wealth Partners
Minnesota
$3K
TSW
431
Thompson Siegel & Walmsley
Virginia
$3K
SWM
432
Sugarloaf Wealth Management
Georgia
$3K +$2.48K +33 New
HIA
433
Harbor Investment Advisory
Maryland
$3K +$2.63K +35 New
AWM
434
Avior Wealth Management
Nebraska
$2K
BCA
435
Berman Capital Advisors
Georgia
$2K
Carson Wealth (CWM LLC)
436
Carson Wealth (CWM LLC)
Nebraska
$2K
TFGT
437
TS Financial Group (TSFG)
Illinois
$2K
BWM
438
Baystate Wealth Management
Massachusetts
$2K +$1.2K +16 +160%
LWM
439
Lenox Wealth Management
Ohio
$2K +$2.33K +31 New
CFG
440
Citizens Financial Group
Rhode Island
$1K
GWS
441
Glassman Wealth Services
Virginia
$1K +$602 +8 New
ETC
442
Exchange Traded Concepts
Oklahoma
$1K +$828 +11 New
CCA
443
Column Capital Advisors
Indiana
$1K +$1.28K +17 New
PGAM
444
Princeton Global Asset Management
New Jersey
$46
LS
445
Leelyn Smith
Illinois
$12 +$11.3K +150 New
Acadian Asset Management
446
Acadian Asset Management
Massachusetts
-$563M -7,640,462 Closed
Arrowstreet Capital
447
Arrowstreet Capital
Massachusetts
-$203M -2,754,725 Closed
Two Sigma Investments
448
Two Sigma Investments
New York
-$62.2M -826,109 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
449
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$10.2M -138,430 Closed
SO
450
STRS Ohio
Ohio
-$5.13M -69,600 Closed