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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
ST
226
Smithfield Trust
Pennsylvania
$947K
Capital World Investors
227
Capital World Investors
California
$946K
VCA
228
Verdence Capital Advisors
Maryland
$936K +$911K +9,640 New
YCM
229
Yousif Capital Management
Michigan
$931K -$109K -1,155 -11%
DZ Bank
230
DZ Bank
Germany
$922K
NRD
231
Nebula Research & Development
New York
$911K -$36.2K -383 -4%
FAB
232
First American Bank
Illinois
$908K
IAA
233
Independent Advisor Alliance
North Carolina
$871K +$61.3K +649 +8%
JSW
234
Journey Strategic Wealth
New Jersey
$846K +$5.01K +53 +0.6%
ATPW
235
Ashton Thomas Private Wealth
Arizona
$839K +$86.8K +918 +12%
BCI
236
Brinker Capital Investments
Pennsylvania
$819K +$347K +3,672 +77%
OPS
237
Orion Portfolio Solutions
Nebraska
$819K +$347K +3,672 +77%
DADC
238
D.A. Davidson & Co
Montana
$819K -$15.1K -160 -2%
LI
239
Louisbourg Investments
New Brunswick, Canada
$818K
NSAM
240
North Star Asset Management
Wisconsin
$817K +$9.45K +100 +1%
CAPTRUST Financial Advisors
241
CAPTRUST Financial Advisors
North Carolina
$808K +$503K +5,324 +177%
William Blair & Company
242
William Blair & Company
Illinois
$787K +$1.8K +19 +0.2%
P
243
&Partners
Tennessee
$782K +$769K +8,141 New
TIAA Trust, National Association
244
TIAA Trust, National Association
North Carolina
$780K +$759K +8,032 New
WA
245
Wealth Alliance
New York
$777K +$757K +8,004 New
Jones Financial Companies
246
Jones Financial Companies
Missouri
$760K +$331K +3,502 +81%
IAIM
247
International Assets Investment Management
Florida
$760K +$70M +740,236 New
CIBC Private Wealth Group
248
CIBC Private Wealth Group
Georgia
$752K +$274K +2,897 +61%
NAS
249
Nicolet Advisory Services
Wisconsin
$736K +$1.42K +15 +0.2%
Focus Partners Wealth
250
Focus Partners Wealth
Massachusetts
$731K +$392K +4,147 +123%