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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
MPI
226
Mairs & Power Inc
Minnesota
$789K +$870K +9,000 New
PA
227
Probity Advisors
Texas
$766K -$22.7K -235 -3%
API
228
Advisor Partners II
California
$766K +$845K +8,740 New
SBH
229
Segall Bryant & Hamill
Illinois
$762K +$7.06K +73 +0.8%
VIA
230
Vident Investment Advisory
Georgia
$760K +$46.5K +481 +6%
AWM
231
AE Wealth Management
Kansas
$736K -$60.5K -626 -7%
IIM
232
Ipswich Investment Management
Massachusetts
$728K -$19.9K -206 -2%
Walleye Capital
233
Walleye Capital
New York
$716K +$791K +8,175 New
FTDI
234
First Trust Direct Indexing
Massachusetts
$707K +$38.2K +395 +5%
PA
235
Pinnacle Associates
New York
$701K +$774K +8,000 New
Vanguard Personalized Indexing Management
236
Vanguard Personalized Indexing Management
California
$645K +$10.6K +110 +2%
TSS
237
Two Sigma Securities
New York
$625K +$170K +1,755 +33%
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$624K +$68.4K +707 +11%
OC
239
Oppenheimer & Co
New York
$616K -$9.67K -100 -1%
FFM
240
Forum Financial Management
Illinois
$598K
TT
241
TI-Trust
Illinois
$586K +$13.5K +140 +2%
BFS
242
Baskin Financial Services
Ontario, Canada
$585K -$16.9K -175 -3%
QP
243
Quilter Plc
United Kingdom
$575K +$95K +982 +18%
S
244
SignatureFD
Georgia
$573K -$52.7K -545 -8%
NL
245
NWAM LLC
Washington
$569K -$9.48K -98 -1%
TWM
246
Tradition Wealth Management
Minnesota
$562K +$6.77K +70 +1%
VCS
247
Vaughan & Co Securities
New Jersey
$558K +$59.4K +614 +11%
BB
248
Busey Bank
Illinois
$550K
IWA
249
Intercontinental Wealth Advisors
Texas
$542K +$598K +6,183 New
NAS
250
Nicolet Advisory Services
Wisconsin
$535K -$1.26K -13 -0.2%