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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
SBH
226
Segall Bryant & Hamill
Illinois
$785K
PA
227
Probity Advisors
Texas
$780K -$11.4K -123 -1%
IGWM
228
ICA Group Wealth Management
Colorado
$766K -$157K -1,696 -17%
Corient Private Wealth
229
Corient Private Wealth
Florida
$763K +$780K +8,427 New
IIM
230
Ipswich Investment Management
Massachusetts
$752K
Twin Tree Management
231
Twin Tree Management
Texas
$751K -$776K -8,384 -50%
AWM
232
AE Wealth Management
Kansas
$749K -$11.9K -129 -2%
BWP
233
Baldwin Wealth Partners
Massachusetts
$725K -$333K -3,600 -31%
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$699K +$54.3K +587 +8%
FTDI
235
First Trust Direct Indexing
Massachusetts
$694K -$37.4K -404 -5%
BFS
236
Baskin Financial Services
Ontario, Canada
$684K +$80.8K +873 +13%
KAS
237
Kestra Advisory Services
Texas
$679K -$222K -2,402 -24%
S
238
SignatureFD
Georgia
$678K +$87.8K +949 +15%
SO
239
STRS Ohio
Ohio
$642K -$10.1M -109,500 -94%
LOAMS
240
Lombard Odier Asset Management (Switzerland)
Switzerland
$633K +$221K +2,385 +86%
FFM
241
Forum Financial Management
Illinois
$619K +$278 +3 +0%
TT
242
TI-Trust
Illinois
$606K
NL
243
NWAM LLC
Washington
$591K +$2.68K +29 +0.4%
PP
244
Prudential plc
United Kingdom
$575K +$587K +6,344 New
BB
245
Busey Bank
Illinois
$568K
TWM
246
Tradition Wealth Management
Minnesota
$567K -$13.9K -150 -2%
IWA
247
Intercontinental Wealth Advisors
Texas
$563K +$3.33K +36 +0.6%
VCS
248
Vaughan & Co Securities
New Jersey
$562K -$15.8K -171 -3%
GIBU
249
Gulf International Bank (UK)
United Kingdom
$558K +$9.26K +100 +2%
OC
250
Oppenheimer & Co
New York
$548K -$91.2K -985 -14%