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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
251
Jefferies Financial Group
New York
$727K
VCS
252
Vaughan & Co Securities
New Jersey
$717K -$5.39K -57 -0.8%
Acadian Asset Management
253
Acadian Asset Management
Massachusetts
$701K +$132K +1,400 +24%
ET
254
Entropy Technologies
New York
$682K -$2.15M -22,744 -76%
HI
255
Harbour Investments
Wisconsin
$674K +$4.54K +48 +0.7%
MPI
256
Mairs & Power Inc
Minnesota
$664K -$94.5K -1,000 -13%
AAS
257
Avantax Advisory Services
Texas
$655K +$150K +1,591 +31%
AFG
258
Atomi Financial Group
New York
$651K +$265K +2,801 +72%
TT
259
TI-Trust
Illinois
$649K
BEI
260
Benjamin Edwards Inc
Missouri
$645K +$254K +2,684 +68%
KAS
261
Kestra Advisory Services
Texas
$639K +$38.8K +410 +7%
SC
262
Syon Capital
California
$629K +$53.6K +567 +10%
WANY
263
Wealthspire Advisors (New York)
New York
$617K +$11.8K +125 +2%
HTIM
264
Harbour Trust & Investment Management
Indiana
$615K
Mercer Global Advisors
265
Mercer Global Advisors
Colorado
$611K +$595K +6,300 New
Pacer Advisors
266
Pacer Advisors
Pennsylvania
$608K +$1.51K +16 +0.3%
GVAG
267
Great Valley Advisor Group
Delaware
$603K +$95 +1 +0%
MWA
268
Midland Wealth Advisors
Illinois
$602K
FCM
269
Fourpath Capital Management
Oklahoma
$590K +$574K +6,076 New
DWT
270
Dorsey & Whitney Trust
South Dakota
$588K
BB
271
Busey Bank
Illinois
$582K
XT
272
XTX Topco
Cayman Islands
$571K +$5.1K +54 +0.9%
ECM
273
Evergreen Capital Management
Washington
$566K +$92K +973 +20%
PP
274
Pacifica Partners
Canada
$548K -$30.2K -320 -5%
IIM
275
Ipswich Investment Management
Massachusetts
$544K -$230K -2,429 -30%