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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
201
Envestnet Portfolio Solutions
Illinois
$1.66M -$220K -2,228 -11%
Principal Financial Group
202
Principal Financial Group
Iowa
$1.64M -$9.89K -100 -0.6%
AI
203
Atria Investments
North Carolina
$1.52M -$1.48K -15 -0.1%
GF
204
Gries Financial
Ohio
$1.48M -$104K -1,051 -6%
FBT
205
First Bank & Trust
South Dakota
$1.45M +$358K +3,616 +31%
AssetMark Inc
206
AssetMark Inc
California
$1.44M +$190K +1,925 +15%
CP
207
CenterBook Partners
Connecticut
$1.4M +$1.45M +14,664 New
FB
208
Fulton Bank
Pennsylvania
$1.38M -$5.44K -55 -0.4%
SOW
209
State of Wyoming
Wyoming
$1.36M +$992K +10,029 +237%
TG
210
TCW Group
California
$1.34M +$1.39M +14,023 New
CFMC
211
Curbstone Financial Management Corp
New Hampshire
$1.32M
CP
212
Cumberland Partners
Ontario, Canada
$1.29M -$34.8K -352 -3%
CI
213
Cigna Investments
Connecticut
$1.28M -$7.91K -80 -0.6%
UB
214
UMB Bank
Missouri
$1.28M +$187K +1,895 +16%
P
215
&Partners
Tennessee
$1.27M +$509K +5,144 +63%
SAM
216
Shell Asset Management
Netherlands
$1.26M -$49.5K -500 -4%
IA
217
IFG Advisory
Georgia
$1.23M
PA
218
Probity Advisors
Texas
$1.21M +$3.86K +39 +0.3%
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$1.2M -$29.9K -302 -2%
TYCC
220
Texas Yale Capital Corp
Florida
$1.19M +$106K +1,070 +9%
ABC
221
Associated Banc-Corp
Wisconsin
$1.18M -$15.8K -160 -1%
Cerity Partners
222
Cerity Partners
New York
$1.16M +$127K +1,281 +12%
RWM
223
Ritholtz Wealth Management
New York
$1.16M -$232K -2,349 -16%
Acadian Asset Management
224
Acadian Asset Management
Massachusetts
$1.14M +$471K +4,758 +66%
State Street
225
State Street
Massachusetts
$1.1M