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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
QCM
226
Quantinno Capital Management
New York
$698K -$19K -209 -2%
ATPW
227
Ashton Thomas Private Wealth
Arizona
$680K -$69K -760 -9%
NAS
228
Nicolet Advisory Services
Wisconsin
$675K -$3.09K -34 -0.4%
IIM
229
Ipswich Investment Management
Massachusetts
$674K
GS
230
GTS Securities
Florida
$673K +$729K +8,025 New
PIC
231
Portland Investment Counsel
Ontario, Canada
$671K
Walleye Trading
232
Walleye Trading
New York
$671K +$636K +7,005 +698%
FTDI
233
First Trust Direct Indexing
Massachusetts
$670K +$1.63K +18 +0.2%
William Blair & Company
234
William Blair & Company
Illinois
$643K -$51.1K -563 -7%
KAS
235
Kestra Advisory Services
Texas
$638K +$19.3K +213 +3%
JFG
236
Jefferies Financial Group
New York
$628K -$9.08K -100 -1%
VCS
237
Vaughan & Co Securities
New Jersey
$628K +$9.63K +106 +1%
CGA
238
Crescent Grove Advisors
Illinois
$624K
GA
239
GoalVest Advisory
New York
$586K +$18.2K +200 +3%
SC
240
Syon Capital
California
$581K +$49.4K +544 +9%
HSBC Holdings
241
HSBC Holdings
United Kingdom
$580K -$27.2M -299,907 -98%
FC
242
FORA Capital
Florida
$566K +$613K +6,753 New
JAM
243
JCIC Asset Management
Ontario, Canada
$562K -$131K -1,445 -18%
TT
244
TI-Trust
Illinois
$561K
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$559K -$33.4K -368 -5%
CS
246
Candriam SCA
Luxembourg
$540K -$37.3K -411 -6%
Pacer Advisors
247
Pacer Advisors
Pennsylvania
$533K -$2.27K -25 -0.4%
CCM
248
Chiron Capital Management
Florida
$528K +$572K +6,301 New
HI
249
Harbour Investments
Wisconsin
$525K +$26.2K +289 +5%
WANY
250
Wealthspire Advisors (New York)
New York
$522K +$566K +6,230 New