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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
201
Naples Global Advisors
Florida
$2.31M -$17.2K -145 -0.8%
AssetMark Inc
202
AssetMark Inc
California
$2.3M +$112K +946 +6%
AG
203
Algert Global
California
$2.3M -$74.1K -626 -3%
NP
204
NorthRock Partners
Minnesota
$2.29M -$23.3K -197 -1%
Envestnet Portfolio Solutions
205
Envestnet Portfolio Solutions
Illinois
$2.27M -$8.76K -74 -0.4%
UM
206
UniSuper Management
Australia
$2.25M
AI
207
Atria Investments
North Carolina
$2.24M +$75.9K +641 +4%
FBT
208
First Bank & Trust
South Dakota
$2.19M +$74.6K +630 +4%
CWP
209
Capital Wealth Planning
Florida
$2.19M +$1.99M +16,805 New
BPAMU
210
BTG Pactual Asset Management US
New York
$2.11M +$1.92M +16,220 New
ABC
211
Associated Banc-Corp
Wisconsin
$2.1M +$528K +4,456 +38%
GF
212
Gries Financial
Ohio
$2.06M -$5.68K -48 -0.3%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$2.04M +$411K +3,475 +28%
P
214
&Partners
Tennessee
$2.02M -$33K -279 -2%
VT
215
Vise Technologies
New York
$2M -$769K -6,495 -30%
LNWWM
216
Laird Norton Wetherby Wealth Management
California
$1.98M +$2.01K +17 +0.1%
UBS AM
217
UBS AM
Illinois
$1.93M -$119M -1,001,257 -99%
Principal Financial Group
218
Principal Financial Group
Iowa
$1.9M -$118K -1,000 -6%
Cerity Partners
219
Cerity Partners
New York
$1.85M +$222K +1,871 +15%
O
220
Ossiam
France
$1.8M -$1.49M -12,547 -48%
CFMC
221
Curbstone Financial Management Corp
New Hampshire
$1.8M
FB
222
Fulton Bank
Pennsylvania
$1.78M -$34.2K -289 -2%
CI
223
Cigna Investments
Connecticut
$1.69M -$17K -144 -1%
Pathstone Holdings
224
Pathstone Holdings
New Jersey
$1.68M -$24.2K -204 -2%
Prudential Financial
225
Prudential Financial
New Jersey
$1.63M +$916K +7,735 +162%