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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
SBH
226
Segall Bryant & Hamill
Illinois
$893K +$2.37K +22 +0.3%
KAS
227
Kestra Advisory Services
Texas
$880K -$7K -65 -0.8%
CW
228
Connectus Wealth
Ohio
$880K +$878K +8,146 New
BFS
229
Baskin Financial Services
Ontario, Canada
$850K -$82.9K -769 -9%
V
230
Veritable
Delaware
$812K
A
231
Astrantus
Cyprus
$803K +$803K +7,455 New
William Blair & Company
232
William Blair & Company
Illinois
$801K -$84.3K -782 -10%
VIA
233
Vident Investment Advisory
Georgia
$793K +$92.9K +862 +13%
Acadian Asset Management
234
Acadian Asset Management
Massachusetts
$790K +$302K +2,800 +62%
MCM
235
Marathon Capital Management
Maryland
$782K +$8.08K +75 +1%
Cambridge Investment Research Advisors
236
Cambridge Investment Research Advisors
Iowa
$777K -$51K -473 -6%
FTDI
237
First Trust Direct Indexing
Massachusetts
$762K +$4.09K +38 +0.5%
CAN
238
Cetera Advisor Networks
California
$748K -$12.4K -115 -2%
FFM
239
Forum Financial Management
Illinois
$736K +$736K +6,828 New
EPFB
240
Employees Provident Fund Board
Malaysia
$733K +$733K +6,800 New
BB
241
Busey Bank
Illinois
$718K +$5.17K +48 +0.7%
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$716K +$474K +4,397 +196%
GIBU
243
Gulf International Bank (UK)
United Kingdom
$705K
NAS
244
Nicolet Advisory Services
Wisconsin
$688K
NL
245
NWAM LLC
Washington
$683K -$10.6K -98 -2%
BC
246
Burney Company
Virginia
$680K -$32.8K -304 -5%
TT
247
TI-Trust
Illinois
$668K +$668K +6,200 New
CAM
248
Cresset Asset Management
Illinois
$655K -$54.6K -507 -8%
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$653K +$10.2K +95 +2%
PAM
250
Premier Asset Management
Illinois
$651K -$166K -1,537 -20%