Montrusco Bolton Investments Inc.    SEC # 1475940

        

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1  Owner Relationship  (where the Issuers of the  Montrusco Bolton Investments Inc.-owned  securities are...)

First		Latest Filing		Filing		Issuer / Subject
		4/7/10		SC 13G			Transglobe Energy Corp.

        

and there are...  Recent Holdings Reports for this and 1 Related Money Managers

History:  Assets Under Management

As Of			Quarter (Ended)		Holdings Form 13F				Assets (Millions)		Reporting Manager and Related Manager Manager with whom Investment Discretion is Shared
4/30/24			3/31/24				58		$9,395,282			Montrusco Bolton Investments Inc.
2/13/24			12/31/23				511		$577,612		NJ	Personal Cfo Solutions, LLC
							17		$50,757			Montrusco Bolton Investments Inc.
											and 67 Other Managers
2/8/24			12/31/23				62		$8,062,780			Montrusco Bolton Investments Inc.
11/8/23			9/30/23				62		$6,854			Montrusco Bolton Investments Inc.
8/2/23			6/30/23				66		$6,456			Montrusco Bolton Investments Inc.
5/8/23			3/31/23				63		$347,401			Montrusco Bolton Investments Inc.
1/27/23			12/31/22				66		$208,571			Montrusco Bolton Investments Inc.
11/4/22			9/30/22				62		$3,794			Montrusco Bolton Investments Inc.
8/8/22			6/30/22				61		$3,755			Montrusco Bolton Investments Inc.

        

No  Issuer Relationships  (where the Owners of the  Montrusco Bolton Investments Inc.  securities are...)

        

No  Insider & Control Relationships  (Directors & Officers, Owners, Parent / Subs., et al.)

        

No  Joint-Filer Relationships  (Co-Filer Registrants:  Partners, Affiliates, et al.)

        

No  Group-Member Relationships  (Co-Filer Non-Registrants:  Partners, Affiliates, et al.)

        

Filing Agent Relationships  (SEC Filing Agents, Attorneys, Printers, et al. — Affiliates:  Directors & Officers, et al.)

2  Filing Agents and/or Registrants have submitted Filings for  Montrusco Bolton Investments Inc.:

Latest Filing				Filing Agentª, Registrant or SEC — SEC #			Filings
		Type
4/29/24		13F-HR		OH	Advisor Consultant Network Inc — 1085146		60
4/7/10		SC 13G		NY	Donnelley Financial Solutions/FA — 950123		1
Total:							61
__________  ª  Proprietary to SEC Info℠:  The SEC does not publish the names of SEC Filing Agents.