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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
451
Affinity Capital Advisors
California
$301K
MAM
452
Madison Asset Management
Wisconsin
$301K
AC
453
Aldebaran Capital
Indiana
$300K
PS
454
Pinney & Scofield
Massachusetts
$300K
SW
455
SkyOak Wealth
Michigan
$300K
RIG
456
RiverFront Investment Group
Virginia
$300K +$267K +1,700 New
OP
457
Oslo Pensjonsforsikring
$300K
SEI Investments
458
SEI Investments
Pennsylvania
$299K +$31K +197 +13%
IFG
459
Independent Financial Group
California
$299K
BCM
460
Brookstone Capital Management
Illinois
$295K
NI
461
Natural Investments
California
$287K +$256K +1,627 New
AGWCA
462
Annis Gardner Whiting Capital Advisors
Florida
$287K
CAMG
463
CWA Asset Management Group
Florida
$287K +$255K +1,623 New
LJAC
464
L.J. Altfest & Co
New York
$286K
OA
465
Operose Advisors
Wisconsin
$284K +$252K +1,606 New
IIC
466
Ironwood Investment Counsel
Arizona
$284K
PP
467
PDT Partners
New York
$283K
TIA
468
Trust Investment Advisors
Indiana
$282K +$1.42K +9 +0.6%
CCIA
469
Campbell & Co Investment Adviser
Maryland
$278K -$2.26M -14,374 -90%
AMCA
470
Arthur M. Cohen & Associates
Illinois
$278K +$248K +1,575 New
NA
471
NewEdge Advisors
Louisiana
$276K -$50.3K -320 -17%
MWPCG
472
Measured Wealth Private Client Group
New Hampshire
$275K -$39.6K -252 -14%
5NPW
473
55 North Private Wealth
Florida
$271K +$241K +1,531 New
BFG
474
Beto Financial Group
Idaho
$270K +$629 +4 +0.3%
KOMWMG
475
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$270K +$786 +5 +0.3%