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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
201
Envestnet Portfolio Solutions
Illinois
$1.93M +$8.77K +87 +0.5%
UM
202
UniSuper Management
Australia
$1.87M -$161K -1,600 -11%
AssetMark Inc
203
AssetMark Inc
California
$1.85M +$165K +1,635 +11%
AI
204
Atria Investments
North Carolina
$1.83M +$65.4K +649 +4%
FBT
205
First Bank & Trust
South Dakota
$1.79M +$100K +992 +7%
GF
206
Gries Financial
Ohio
$1.76M +$42.5K +422 +3%
P
207
&Partners
Tennessee
$1.75M +$251K +2,494 +19%
Principal Financial Group
208
Principal Financial Group
Iowa
$1.73M -$161K -1,600 -9%
LNWWM
209
Laird Norton Wetherby Wealth Management
California
$1.68M +$1.53M +15,212 New
FB
210
Fulton Bank
Pennsylvania
$1.54M -$49.7K -493 -3%
1C
211
111 Capital
France
$1.53M -$1.04M -10,310 -43%
CFMC
212
Curbstone Financial Management Corp
New Hampshire
$1.53M
IA
213
IFG Advisory
Georgia
$1.45M +$24.4K +242 +2%
Pathstone Holdings
214
Pathstone Holdings
New Jersey
$1.45M +$160K +1,586 +14%
CI
215
Cigna Investments
Connecticut
$1.45M -$33.6K -333 -2%
PA
216
Probity Advisors
Texas
$1.41M +$1.92K +19 +0.1%
TYCC
217
Texas Yale Capital Corp
Florida
$1.38M
Cerity Partners
218
Cerity Partners
New York
$1.37M +$16.8K +167 +1%
SOW
219
State of Wyoming
Wyoming
$1.35M -$204K -2,021 -14%
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$1.35M -$30.7K -305 -2%
Barclays
221
Barclays
United Kingdom
$1.35M +$251K +2,488 +26%
ABC
222
Associated Banc-Corp
Wisconsin
$1.29M -$67.2K -667 -5%
RCM
223
Raleigh Capital Management
North Carolina
$1.29M +$26K +258 +2%
State Street
224
State Street
Massachusetts
$1.28M
RWM
225
Ritholtz Wealth Management
New York
$1.2M -$127K -1,263 -10%