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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
ONB
276
Old National Bancorp
Indiana
$424K -$26.4K -285 -6%
IWA
277
IBEX Wealth Advisors
New Jersey
$422K +$137K +1,480 +46%
VT
278
Vise Technologies
New York
$421K -$20.3K -219 -5%
BBVA
279
Banco Bilbao Vizcaya Argentaria
Spain
$418K +$69.4K +750 +19%
ACM
280
Avalon Capital Management
California
$417K – – –
RP
281
Rowlandmiller & Partners
Georgia
$407K – – –
Credit Agricole
282
Credit Agricole
France
$406K – – –
1WA
283
180 Wealth Advisors
Washington
$403K -$30.8K -333 -8%
Allspring Global Investments
284
Allspring Global Investments
North Carolina
$400K – – –
IA
285
IFG Advisory
Georgia
$396K +$166K +1,798 +70%
GI
286
Gradient Investments
Minnesota
$395K -$13.3K -144 -3%
BFO
287
Biltmore Family Office
North Carolina
$388K +$396K +4,280 New
GVAG
288
Great Valley Advisor Group
Delaware
$386K +$49.8K +538 +14%
JMPWA
289
JP Morgan Private Wealth Advisors
California
$371K +$107K +1,159 +39%
DMIC
290
Dixon Mitchell Investment Counsel
British Columbia, Canada
$371K – – –
PI
291
PEAK6 Investments
Illinois
$367K +$375K +4,051 New
JIC
292
Johnson Investment Counsel
Ohio
$367K – – –
CB
293
Commerce Bank
Missouri
$366K -$9.26K -100 -2%
BCM
294
Boltwood Capital Management
California
$362K – – –
WPW
295
Watershed Private Wealth
Illinois
$362K +$370K +4,000 New
EFS
296
Essex Financial Services
Connecticut
$360K -$64K -691 -15%
HWAM
297
Hennion & Walsh Asset Management
New Jersey
$358K -$2.13K -23 -0.6%
AssetMark Inc
298
AssetMark Inc
California
$337K -$3.33K -36 -1%
FOA
299
Five Oceans Advisors
California
$337K -$93 -1 -0%
SWM
300
Silverlake Wealth Management
Vermont
$336K – – –