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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
FA
276
FDx Advisors
Illinois
$312K +$49.4K +606 +21%
GL
277
Graypoint LLC
New York
$310K -$21.9K -268 -7%
AAS
278
Annex Advisory Services
Wisconsin
$303K +$897 +11 +0.3%
BNP Paribas Financial Markets
279
BNP Paribas Financial Markets
France
$296K – – –
GC
280
Guggenheim Capital
Illinois
$294K +$269K +3,300 New
TIM
281
Thompson Investment Management
Wisconsin
$293K -$5.14K -63 -2%
KA
282
KLCM Advisors
Wisconsin
$293K +$5.3K +65 +2%
ACS
283
Archford Capital Strategies
Illinois
$292K -$1.48M -18,169 -85%
LC
284
Landaas & Company
Wisconsin
$290K – – –
Cetera Investment Advisers
285
Cetera Investment Advisers
Illinois
$289K -$5.87K -72 -2%
VIA
286
Vident Investment Advisory
Georgia
$288K – – –
GAM
287
Griffin Asset Management
New York
$278K +$571 +7 +0.2%
BBHC
288
Brown Brothers Harriman & Co
New York
$274K – – –
BCA
289
Bay Colony Advisors
Massachusetts
$270K – – –
SW
290
SVB Wealth
Massachusetts
$269K +$7.5K +92 +3%
RHBC
291
R.H. Bluestein & Co
Michigan
$267K – – –
AFC
292
AFT Forsyth & Company
Florida
$262K – – –
JMPWA
293
JP Morgan Private Wealth Advisors
California
$259K -$18.6K -228 -7%
ECM
294
ExodusPoint Capital Management
New York
$259K +$237K +2,904 New
FTDI
295
First Trust Direct Indexing
Massachusetts
$252K +$4.97K +61 +2%
PP
296
Patten & Patten
Tennessee
$248K – – –
CFN
297
Cordasco Financial Network
Florida
$247K +$245 +3 +0.1%
MFG
298
Magnus Financial Group
New York
$246K – – –
GLA
299
Good Life Advisors
Pennsylvania
$245K +$222K +2,723 New
Fisher Asset Management
300
Fisher Asset Management
Washington
$243K +$222K +2,723 New