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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
251
Midland Wealth Advisors
Illinois
$520K -$708K -7,792 -56%
HTIM
252
Harbour Trust & Investment Management
Indiana
$517K -$4.81K -53 -0.9%
DWT
253
Dorsey & Whitney Trust
South Dakota
$517K
VT
254
Vise Technologies
New York
$513K +$71.6K +788 +15%
Wolverine Trading
255
Wolverine Trading
Illinois
$511K -$41K -451 -7%
PP
256
Pacifica Partners
Canada
$509K -$32.1K -354 -6%
Susquehanna International Group
257
Susquehanna International Group
Pennsylvania
$507K +$199K +2,190 +57%
BB
258
Busey Bank
Illinois
$503K
GVAG
259
Great Valley Advisor Group
Delaware
$500K -$9.08K -100 -2%
GI
260
Gradient Investments
Minnesota
$474K +$2.36K +26 +0.5%
GT
261
Greenleaf Trust
Michigan
$472K +$511K +5,624 New
FFM
262
Forum Financial Management
Illinois
$459K
ECM
263
Evergreen Capital Management
Washington
$445K -$27.6K -304 -5%
OC
264
Oppenheimer & Co
New York
$439K +$19.1K +210 +4%
Cerity Partners
265
Cerity Partners
New York
$439K -$482K -5,303 -50%
GCM
266
Graham Capital Management
Connecticut
$438K +$474K +5,221 New
FCI
267
Financial Counselors Inc
Kansas
$433K -$9.63K -106 -2%
DR
268
Davis Rea
Ontario, Canada
$433K -$129K -1,426 -22%
AAS
269
Avantax Advisory Services
Texas
$431K +$102K +1,128 +28%
KWM
270
Kingsview Wealth Management
Oregon
$430K +$466K +5,131 New
NS
271
NBC Securities
Alabama
$425K -$33.7K -371 -7%
PSB
272
Passumpsic Savings Bank
Vermont
$422K +$23K +253 +5%
TWM
273
Tradition Wealth Management
Minnesota
$415K +$180K +1,985 +67%
Focus Partners Wealth
274
Focus Partners Wealth
Massachusetts
$409K +$442K +4,872 New
GIBU
275
Gulf International Bank (UK)
United Kingdom
$406K +$28.3K +312 +7%