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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
226
Pathstone Holdings
New Jersey
$1.1M -$23.8K -241 -2%
RCM
227
Raleigh Capital Management
North Carolina
$1.09M +$50.1K +507 +5%
AAM
228
Advisors Asset Management
Colorado
$1.06M +$135K +1,370 +14%
TPW
229
Turn8 Private Wealth
$1.04M
S
230
SignatureFD
Georgia
$1.03M -$8.7K -88 -0.8%
IP
231
Ignite Planners
California
$1.02M -$20.8K -210 -2%
Cambridge Investment Research Advisors
232
Cambridge Investment Research Advisors
Iowa
$988K -$50.5K -511 -5%
CSS
233
Cubist Systematic Strategies
Connecticut
$978K +$1.01M +10,206 New
KeyBank National Association
234
KeyBank National Association
Ohio
$977K -$109K -1,098 -10%
ST
235
Smithfield Trust
Pennsylvania
$934K
CIBC Private Wealth Group
236
CIBC Private Wealth Group
Georgia
$931K +$295K +2,985 +39%
Capital World Investors
237
Capital World Investors
California
$931K
VCA
238
Verdence Capital Advisors
Maryland
$925K +$4.35K +44 +0.5%
Barclays
239
Barclays
United Kingdom
$924K +$486K +4,909 +103%
BFG
240
Berger Financial Group
Minnesota
$918K -$21.4K -216 -2%
YCM
241
Yousif Capital Management
Michigan
$916K
BCI
242
Brinker Capital Investments
Pennsylvania
$895K +$91.8K +928 +11%
OPS
243
Orion Portfolio Solutions
Nebraska
$895K +$91.8K +928 +11%
FAB
244
First American Bank
Illinois
$894K
IAA
245
Independent Advisor Alliance
North Carolina
$860K +$3.17K +32 +0.4%
Marshall Wace
246
Marshall Wace
United Kingdom
$842K +$872K +8,815 New
JSW
247
Journey Strategic Wealth
New Jersey
$834K +$692 +7 +0.1%
CAPTRUST Financial Advisors
248
CAPTRUST Financial Advisors
North Carolina
$807K +$12.2K +123 +1%
LI
249
Louisbourg Investments
New Brunswick, Canada
$806K
Jones Financial Companies
250
Jones Financial Companies
Missouri
$803K +$59.2K +599 +8%