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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
251
Barclays
United Kingdom
$534K +$209K +2,455 +71%
SC
252
Syon Capital
California
$533K -$87.2K -1,022 -15%
XT
253
XTX Topco
Cayman Islands
$526K -$782K -9,168 -61%
Acadian Asset Management
254
Acadian Asset Management
Massachusetts
$526K -$1.02M -11,944 -67%
TRCT
255
Tower Research Capital (TRC)
New York
$498K +$336K +3,939 +249%
FFM
256
Forum Financial Management
Illinois
$494K
AAS
257
Avantax Advisory Services
Texas
$465K +$1.54K +18 +0.4%
PSB
258
Passumpsic Savings Bank
Vermont
$464K +$8.96K +105 +2%
HAG
259
HighPoint Advisor Group
Illinois
$460K +$151K +1,774 +53%
TWM
260
Tradition Wealth Management
Minnesota
$446K
FCI
261
Financial Counselors Inc
Kansas
$443K -$21.3K -250 -5%
ECM
262
Evergreen Capital Management
Washington
$439K -$37.5K -440 -8%
BCI
263
Brinker Capital Investments
Pennsylvania
$430K +$17.4K +204 +4%
OPS
264
Orion Portfolio Solutions
Nebraska
$430K +$17.4K +204 +4%
Prudential Financial
265
Prudential Financial
New Jersey
$430K
NS
266
NBC Securities
Alabama
$430K -$25K -293 -6%
CIBC Private Wealth Group
267
CIBC Private Wealth Group
Georgia
$428K -$161K -1,888 -28%
SC
268
Savant Capital
Illinois
$427K +$49.2K +577 +14%
SHGA
269
Sand Hill Global Advisors
California
$424K
OC
270
Oppenheimer & Co
New York
$421K -$48.9K -573 -11%
IF
271
Intrua Financial
Texas
$418K +$12.6K +148 +3%
OCAM
272
Onex Canada Asset Management
Ontario, Canada
$413K -$6.75M -79,069 -95%
PMSA
273
Patrick M. Sweeney & Associates
Illinois
$407K
EIG
274
Ellenbecker Investment Group
Wisconsin
$406K
RP
275
Rowlandmiller & Partners
Georgia
$404K