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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
WA
251
Wealth Alliance
New York
$904K +$2.72K +27 +0.3%
AAS
252
Avantax Advisory Services
Texas
$896K +$85.7K +850 +12%
YIH
253
Y-Intercept (HK)
Hong Kong
$893K +$814K +8,076 New
AIM
254
Aigen Investment Management
New York
$848K +$566K +5,616 New
KAS
255
Kestra Advisory Services
Texas
$845K +$163K +1,620 +27%
ATPW
256
Ashton Thomas Private Wealth
Arizona
$841K -$27.1K -269 -3%
JFG
257
Jefferies Financial Group
New York
$829K
WF
258
WoodTrust Financial
Wisconsin
$827K +$169K +1,672 +56%
KPWS
259
Kestra Private Wealth Services
Texas
$821K +$748K +7,420 New
VCS
260
Vaughan & Co Securities
New Jersey
$794K -$4.54K -45 -0.6%
SC
261
Syon Capital
California
$778K +$19.3K +192 +3%
HI
262
Harbour Investments
Wisconsin
$777K +$3.02K +30 +0.4%
Focus Partners Wealth
263
Focus Partners Wealth
Massachusetts
$766K -$53.8K -534 -7%
BFS
264
Baskin Financial Services
Ontario, Canada
$761K -$56K -556 -7%
CS
265
Candriam SCA
Luxembourg
$753K -$152K -1,504 -18%
Mercer Global Advisors
266
Mercer Global Advisors
Colorado
$749K -$2.62K -26 -0.4%
MPI
267
Mairs & Power Inc
Minnesota
$746K -$10.1K -100 -1%
N
268
Natixis
France
$746K +$47.1K +467 +7%
TT
269
TI-Trust
Illinois
$740K
Marshall Wace
270
Marshall Wace
United Kingdom
$728K -$225K -2,233 -25%
OTPPB
271
Ontario Teachers' Pension Plan Board
Ontario, Canada
$721K +$655K +6,504 New
WANY
272
Wealthspire Advisors (New York)
New York
$713K +$21.8K +216 +3%
AFG
273
Atomi Financial Group
New York
$712K -$130K -1,292 -17%
DADC
274
D.A. Davidson & Co
Montana
$689K -$40K -397 -6%
MWA
275
Midland Wealth Advisors
Illinois
$686K