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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
451
Arkadios Wealth Advisors
Georgia
$221K +$201K +1,697 New
IIC
452
Ironwood Investment Counsel
Arizona
$219K +$199K +1,685 New
EFL
453
ERn Financial LLC
Wisconsin
$219K +$199K +1,680 New
PI
454
PFG Investments
New York
$219K +$199K +1,679 New
SW
455
SlateStone Wealth
Florida
$218K +$199K +1,677 New
BCM
456
Brookstone Capital Management
Illinois
$215K +$195K +1,651 New
SI
457
Seeds Investor
New York
$213K +$194K +1,636 New
Macquarie Group
458
Macquarie Group
Australia
$212K -$7.87M -66,477 -98%
LJAC
459
L.J. Altfest & Co
New York
$211K +$192K +1,620 New
ACA
460
Affinity Capital Advisors
California
$211K +$192K +1,619 New
OAM
461
Oppenheimer Asset Management
New York
$209K -$32.6K -275 -15%
GI
462
GAMMA Investing
California
$209K
S
463
Sunpointe
Missouri
$208K +$189K +1,599 New
TIA
464
Trust Investment Advisors
Indiana
$204K +$186K +1,569 New
KAS
465
KPP Advisory Services
Kentucky
$202K +$184K +1,551 New
KOMWMG
466
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$202K +$183K +1,549 New
GWS
467
Greykasell Wealth Strategies
California
$198K
GRP
468
Global Retirement Partners
California
$196K -$4.62K -39 -3%
CT
469
Caldwell Trust
Florida
$195K
WB
470
Webster Bank
Connecticut
$182K
TIM
471
Thompson Investment Management
Wisconsin
$160K -$87.6K -740 -38%
RhumbLine Advisers
472
RhumbLine Advisers
Massachusetts
$151K
PTC
473
Private Trust Company
Ohio
$142K -$2.37K -20 -2%
JEST
474
JTC Employer Solutions Trustee
Jersey
$142K
RWS
475
Retirement Wealth Solutions
Wisconsin
$141K