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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
451
Mascoma Wealth Management
New Hampshire
$4.51K – – –
FP
452
Financial Perspectives
Minnesota
$3.89K +$95 +1 +2%
SC
453
Schubert & Co
Texas
$3.74K -$4.84K -51 -55%
CTA
454
Colonial Trust Advisors
South Carolina
$3.56K – – –
M
455
MOTCO
Texas
$3.56K – – –
PCM
456
Penserra Capital Management
California
$3K +$190 +2 +6%
SWM
457
Sugarloaf Wealth Management
Georgia
$2.94K – – –
IA
458
IFP Advisors
Florida
$2.93K -$4.74K -50 -50%
WPWM
459
Western Pacific Wealth Management
Illinois
$2.85K – – –
EWA
460
EverSource Wealth Advisors
Alabama
$2.76K -$6.55K -69 -69%
BIA
461
Bell Investment Advisors
California
$2.58K -$3.42K -36 -55%
FHA
462
First Horizon Advisors
Tennessee
$2.5K – – –
FCA
463
Fortis Capital Advisors
Kansas
$2.32K – – –
SSB
464
Sandy Spring Bank
Maryland
$2.05K – – –
RWM
465
Raffa Wealth Management
District of Columbia
$1.16K – – –
CFB
466
Cullen/Frost Bankers
Texas
$1.07K – – –
GFWA
467
Grey Fox Wealth Advisors
Delaware
$1.07K – – –
BWM
468
Baystate Wealth Management
Massachusetts
$1.04K – – –
MFT
469
Moisand Fitzgerald Tamayo
Florida
$90 – – –
N
470
Natixis
France
$89 – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
471
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$211M -2,227,550 Closed
IAIM
472
International Assets Investment Management
Florida
– -$509K -505,077 Closed
Renaissance Technologies
473
Renaissance Technologies
New York
– -$39.3M -433,795 Closed
BCM
474
Barometer Capital Management
Ontario, Canada
– -$12.9M -144,538 Closed
MIM
475
Manitou Investment Management
Ontario, Canada
– -$10.1M -111,765 Closed