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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
BPAMU
626
BTG Pactual Asset Management US
New York
-$2.11M -16,220 Closed
BFG
627
Bleakley Financial Group
New Jersey
-$1.31M -10,064 Closed
WLG
628
Williamson Legacy Group
Indiana
-$804K -6,169 Closed
PP
629
Pacifica Partners
Canada
-$665K -5,100 Closed
OC
630
Oppenheimer & Co
New York
-$560K -4,302 Closed
Kovitz Investment Group Partners
631
Kovitz Investment Group Partners
Illinois
-$466K -3,577 Closed
BJL
632
Brighton Jones LLC
Washington
-$463K -3,552 Closed
IWC
633
Integrated Wealth Concepts
Massachusetts
-$461K -3,543 Closed
VF
634
Virtu Financial
New York
-$427K -3,278 Closed
BCM
635
Bayesian Capital Management
New York
-$413K -3,174 Closed
JG
636
Jain Global
New York
-$404K -3,105 Closed
AAF
637
Andra AP-fonden
Sweden
-$544K -3,000 Closed
CI
638
Corient IA
Florida
-$326K -2,500 Closed
SEI Investments
639
SEI Investments
Pennsylvania
-$287K -2,203 Closed
CFG
640
Carter Financial Group
Illinois
-$244K -1,876 Closed
WI
641
WrapManager Inc
California
-$236K -1,813 Closed
TCA
642
Trifecta Capital Advisors
Illinois
-$221K -1,700 Closed
Macquarie Group
643
Macquarie Group
Australia
-$212K -1,624 Closed
OAM
644
Oppenheimer Asset Management
New York
-$209K -1,605 Closed
S
645
Sunpointe
Missouri
-$208K -1,599 Closed
KAS
646
KPP Advisory Services
Kentucky
-$202K -1,551 Closed
KOMWMG
647
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$202K -1,549 Closed
MG
648
Mather Group
Illinois
-$137K -1,055 Closed
PS
649
Principal Securities
Iowa
-$80.2K -616 Closed
PFA
650
Pathway Financial Advisers
Indiana
-$45.2K -348 Closed