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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
451
Rockbridge Investment Management
New York
$5K +$5.23K +52 New
M
452
MOTCO
Texas
$4K
SWM
453
Sugarloaf Wealth Management
Georgia
$3K
PPWM
454
PFG Private Wealth Management
Florida
$3K +$3.42K +34 New
EW
455
Evoke Wealth
California
$2K -$101 -1 -5%
HFA
456
HC Financial Advisors
California
$2K
TFO
457
Tarbox Family Office
California
$2K
RWM
458
Raffa Wealth Management
District of Columbia
$1.3K
BWM
459
Baystate Wealth Management
Massachusetts
$1K
BBHC
460
Brown Brothers Harriman & Co
New York
$307
EDRH
461
Edmond de Rothschild Holding
Switzerland
-$2.12M -20,620 Closed
CCM
462
CAAS Capital Management
New York
-$1.41M -13,785 Closed
FC
463
FORA Capital
Florida
-$961K -9,368 Closed
BAM
464
Blueshift Asset Management
New Jersey
-$687K -6,703 Closed
PP
465
Paloma Partners
Connecticut
-$615K -6,000 Closed
PWM
466
PRW Wealth Management
Massachusetts
-$599K -5,844 Closed
BC
467
Bridgefront Capital
Texas
-$590K -5,753 Closed
Verition Fund Management
468
Verition Fund Management
Connecticut
-$575K -5,606 Closed
LOAMS
469
Lombard Odier Asset Management (Switzerland)
Switzerland
-$695K -5,467 Closed
BCM
470
Brookstone Capital Management
Illinois
-$545K -5,386 Closed
CRC
471
Curi RMB Capital
Illinois
-$483K -4,705 Closed
SAG
472
Spotlight Asset Group
Illinois
-$410K -4,000 Closed
KOMWMG
473
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$363K -3,536 Closed
GAM
474
Griffin Asset Management
New York
-$321K -3,131 Closed
TSS
475
Two Sigma Securities
New York
-$317K -3,094 Closed