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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
JAM
226
JCIC Asset Management
Ontario, Canada
$795K -$33.3K -353 -4%
IP
227
Ignite Planners
California
$789K -$159K -1,683 -17%
IIM
228
Ipswich Investment Management
Massachusetts
$785K -$9.44K -100 -1%
NAS
229
Nicolet Advisory Services
Wisconsin
$782K -$213K -2,252 -22%
FTDI
230
First Trust Direct Indexing
Massachusetts
$779K +$28.8K +305 +4%
JFG
231
Jefferies Financial Group
New York
$742K +$9.44K +100 +1%
CGA
232
Crescent Grove Advisors
Illinois
$727K -$38.1K -404 -5%
KAS
233
Kestra Advisory Services
Texas
$722K +$16.4K +174 +2%
VCS
234
Vaughan & Co Securities
New Jersey
$721K -$65.7K -696 -9%
Axa
235
Axa
France
$719K -$5.29K -56 -0.8%
CIBC Private Wealth Group
236
CIBC Private Wealth Group
Georgia
$683K -$85.1K -901 -11%
CS
237
Candriam SCA
Luxembourg
$669K -$21.2M -224,966 -97%
GA
238
GoalVest Advisory
New York
$663K +$640K +6,783 New
TT
239
TI-Trust
Illinois
$654K – – –
SO
240
STRS Ohio
Ohio
$647K – – –
DR
241
Davis Rea
Ontario, Canada
$643K -$278K -2,948 -31%
Wolverine Trading
242
Wolverine Trading
Illinois
$639K -$763K -8,077 -55%
JSW
243
Journey Strategic Wealth
New Jersey
$632K +$611K +6,471 New
SC
244
Syon Capital
California
$624K +$11.3K +120 +2%
Pacer Advisors
245
Pacer Advisors
Pennsylvania
$624K -$22.3K -236 -4%
CA
246
Cetera Advisors
Colorado
$612K +$373K +3,953 +171%
HTIM
247
Harbour Trust & Investment Management
Indiana
$608K -$28.8K -305 -5%
PP
248
Pacifica Partners
Canada
$606K +$208K +2,204 +53%
MWA
249
Monograph Wealth Advisors
California
$604K +$583K +6,179 New
DWT
250
Dorsey & Whitney Trust
South Dakota
$602K +$40.4K +428 +7%