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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
201
Cerity Partners
New York
$987K +$487K +5,705 +109%
CAM
202
Cresset Asset Management
Illinois
$984K -$45K -527 -5%
YCM
203
Yousif Capital Management
Michigan
$969K -$76.4K -896 -8%
CP
204
Cumberland Partners
Ontario, Canada
$956K -$220K -2,578 -20%
IP
205
Ignite Planners
California
$944K +$106K +1,247 +14%
Janney Montgomery Scott
206
Janney Montgomery Scott
Pennsylvania
$936K -$391K -4,582 -31%
N
207
Numerai
California
$906K +$857K +10,041 New
BFG
208
Berger Financial Group
Minnesota
$899K -$8.96K -105 -1%
NRD
209
Nebula Research & Development
New York
$882K +$607K +7,112 +267%
ST
210
Smithfield Trust
Pennsylvania
$880K
Capital World Investors
211
Capital World Investors
California
$880K
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$872K -$50.5K -592 -6%
DZ Bank
213
DZ Bank
Germany
$857K
FAB
214
First American Bank
Illinois
$844K
QCM
215
Quantinno Capital Management
New York
$823K +$68.4K +802 +10%
FNBT
216
FineMark National Bank & Trust
Florida
$805K +$761K +8,921 New
State Street
217
State Street
Massachusetts
$804K
S
218
SignatureFD
Georgia
$802K +$26.7K +313 +4%
JSW
219
Journey Strategic Wealth
New Jersey
$782K -$9.55K -112 -1%
VT
220
Vise Technologies
New York
$776K +$212K +2,490 +41%
DADC
221
D.A. Davidson & Co
Montana
$776K +$9.64K +113 +1%
MML Investors Services
222
MML Investors Services
Massachusetts
$765K -$17.7K -207 -2%
LI
223
Louisbourg Investments
New Brunswick, Canada
$761K
NSAM
224
North Star Asset Management
Wisconsin
$751K -$15.1K -177 -2%
IAA
225
Independent Advisor Alliance
North Carolina
$751K +$374K +4,384 +111%