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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
226
Ritholtz Wealth Management
New York
$756K -$310K -3,528 -28%
State Street
227
State Street
Massachusetts
$752K
S
228
SignatureFD
Georgia
$749K +$195K +2,215 +33%
CGA
229
Crescent Grove Advisors
Illinois
$730K +$4.57K +52 +0.6%
BFG
230
Berger Financial Group
Minnesota
$720K -$14.9K -170 -2%
FC
231
FORA Capital
Florida
$716K +$746K +8,491 New
IGWM
232
ICA Group Wealth Management
Colorado
$713K
CIBC Private Wealth Group
233
CIBC Private Wealth Group
Georgia
$710K +$324K +3,688 +78%
KAS
234
Kestra Advisory Services
Texas
$702K +$156K +1,778 +27%
JAM
235
JCIC Asset Management
Ontario, Canada
$698K -$2.26M -25,701 -76%
IIM
236
Ipswich Investment Management
Massachusetts
$694K -$6.59K -75 -0.9%
BBVA
237
Banco Bilbao Vizcaya Argentaria
Spain
$680K -$141K -1,603 -17%
ZIM
238
Zacks Investment Management
Illinois
$652K +$241K +2,738 +55%
DCP
239
DSM Capital Partners
Florida
$645K
JFG
240
Jefferies Financial Group
New York
$632K +$658K +7,492 New
FTDI
241
First Trust Direct Indexing
Massachusetts
$621K +$2.02K +23 +0.3%
NS
242
NBC Securities
Alabama
$602K +$628K +7,147 New
UM
243
UniSuper Management
Australia
$596K +$17.6K +200 +4%
TT
244
TI-Trust
Illinois
$565K
SO
245
STRS Ohio
Ohio
$561K
BFS
246
Baskin Financial Services
Ontario, Canada
$554K
Pacer Advisors
247
Pacer Advisors
Pennsylvania
$548K +$32.2K +366 +6%
DMIC
248
Dixon Mitchell Investment Counsel
British Columbia, Canada
$546K +$186K +2,121 +49%
FFM
249
Forum Financial Management
Illinois
$536K -$85.6K -974 -13%
BC
250
Burney Company
Virginia
$532K +$7.47K +85 +1%