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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CS
226
Candriam SCA
Luxembourg
$744K +$154K +1,800 +28%
William Blair & Company
227
William Blair & Company
Illinois
$729K +$35.7K +418 +5%
IIM
228
Ipswich Investment Management
Massachusetts
$725K
PIC
229
Portland Investment Counsel
Ontario, Canada
$722K
MPI
230
Mairs & Power Inc
Minnesota
$708K -$98.5K -1,154 -13%
ATPW
231
Ashton Thomas Private Wealth
Arizona
$697K -$33.2K -389 -5%
FTDI
232
First Trust Direct Indexing
Massachusetts
$690K -$29.6K -347 -4%
NAS
233
Nicolet Advisory Services
Wisconsin
$688K -$32.2K -378 -5%
PP
234
Prudential plc
United Kingdom
$686K +$649K +7,602 New
JFG
235
Jefferies Financial Group
New York
$676K
VCS
236
Vaughan & Co Securities
New Jersey
$672K -$3.84K -45 -0.6%
SLAM
237
Swiss Life Asset Management
$654K +$618K +7,248 New
CCM
238
Chiron Capital Management
Florida
$637K +$64.6K +757 +12%
HI
239
Harbour Investments
Wisconsin
$622K +$54.7K +641 +10%
TT
240
TI-Trust
Illinois
$604K
CGA
241
Crescent Grove Advisors
Illinois
$582K -$84.5K -990 -13%
HTIM
242
Harbour Trust & Investment Management
Indiana
$572K +$14.7K +172 +3%
Pacer Advisors
243
Pacer Advisors
Pennsylvania
$564K -$9.38K -110 -2%
WANY
244
Wealthspire Advisors (New York)
New York
$562K
GVAG
245
Great Valley Advisor Group
Delaware
$560K +$21.5K +252 +4%
MWA
246
Midland Wealth Advisors
Illinois
$559K
KAS
247
Kestra Advisory Services
Texas
$557K -$123K -1,437 -19%
DWT
248
Dorsey & Whitney Trust
South Dakota
$547K -$8.96K -105 -2%
BB
249
Busey Bank
Illinois
$541K
PP
250
Pacifica Partners
Canada
$541K