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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
IIM
226
Ipswich Investment Management
Massachusetts
$785K -$9.44K -100 -1%
NAS
227
Nicolet Advisory Services
Wisconsin
$782K -$213K -2,252 -22%
FTDI
228
First Trust Direct Indexing
Massachusetts
$779K +$28.8K +305 +4%
JFG
229
Jefferies Financial Group
New York
$742K +$9.44K +100 +1%
CGA
230
Crescent Grove Advisors
Illinois
$727K -$38.1K -404 -5%
KAS
231
Kestra Advisory Services
Texas
$722K +$16.4K +174 +2%
VCS
232
Vaughan & Co Securities
New Jersey
$721K -$65.7K -696 -9%
Axa
233
Axa
France
$719K -$5.29K -56 -0.8%
CIBC Private Wealth Group
234
CIBC Private Wealth Group
Georgia
$683K -$85.1K -901 -11%
CS
235
Candriam SCA
Luxembourg
$669K -$21.2M -224,966 -97%
GA
236
GoalVest Advisory
New York
$663K +$640K +6,783 New
TT
237
TI-Trust
Illinois
$654K
SO
238
STRS Ohio
Ohio
$647K
DR
239
Davis Rea
Ontario, Canada
$643K -$278K -2,948 -31%
Wolverine Trading
240
Wolverine Trading
Illinois
$639K -$763K -8,077 -55%
JSW
241
Journey Strategic Wealth
New Jersey
$632K +$611K +6,471 New
SC
242
Syon Capital
California
$624K -$581K -6,149 -49%
Pacer Advisors
243
Pacer Advisors
Pennsylvania
$624K -$22.3K -236 -4%
CA
244
Cetera Advisors
Colorado
$612K +$373K +3,953 +171%
HTIM
245
Harbour Trust & Investment Management
Indiana
$608K -$28.8K -305 -5%
PP
246
Pacifica Partners
Canada
$606K +$208K +2,204 +53%
MWA
247
Monograph Wealth Advisors
California
$604K +$583K +6,179 New
DWT
248
Dorsey & Whitney Trust
South Dakota
$602K +$40.4K +428 +7%
Simplex Trading
249
Simplex Trading
Illinois
$597K +$578K +6,122 New
GVAG
250
Great Valley Advisor Group
Delaware
$592K +$180K +1,905 +46%