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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
426
Squarepoint
New York
$222K -$573K -5,681 -74%
BIM
427
Bridges Investment Management
Nebraska
$221K +$202K +2,000 New
PL
428
Plancorp LLC
Missouri
$220K -$21.8K -216 -10%
SCM
429
Saxony Capital Management
Missouri
$218K +$199K +1,975 New
TIM
430
Thompson Investment Management
Wisconsin
$218K -$55.9K -555 -22%
SWP
431
Sagespring Wealth Partners
Tennessee
$217K +$198K +1,964 New
IC
432
IEQ Capital
California
$217K +$198K +1,963 New
FAFN
433
First Affirmative Financial Network
Colorado
$216K +$197K +1,956 New
GT
434
Greenleaf Trust
Michigan
$216K -$24K -238 -11%
FWA
435
FORM Wealth Advisors
Wisconsin
$214K +$195K +1,932 New
MCA
436
MSH Capital Advisors
Arizona
$213K +$194K +1,925 New
LC
437
Landaas & Company
Wisconsin
$212K +$193K +1,918 New
Verition Fund Management
438
Verition Fund Management
Connecticut
$211K +$192K +1,910 New
AFW
439
Atlantic Family Wealth
Florida
$211K +$192K +1,907 New
AAS
440
Ameritas Advisory Services
Nebraska
$211K -$75.1K -745 -28%
OAM
441
Oppenheimer Asset Management
New York
$208K +$189K +1,880 New
SAI
442
Savvy Advisors Inc
New York
$207K +$188K +1,867 New
EI
443
Ethic Inc
New York
$204K +$189K +1,873 New
OC
444
Oarsman Capital
Wisconsin
$202K +$184K +1,828 New
SS
445
SBI Securities
Japan
$200K -$3.93K -39 -2%
CH
446
Cromwell Holdings
Wyoming
$192K
PS
447
Pinney & Scofield
Massachusetts
$188K
TCA
448
Trifecta Capital Advisors
Illinois
$188K
GI
449
GAMMA Investing
California
$177K +$3.43K +34 +2%
GRP
450
Global Retirement Partners
California
$171K +$155K +1,541 New