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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
276
Prudential Financial
New Jersey
$425K – – –
IWC
277
Integrated Wealth Concepts
Massachusetts
$425K +$202K +2,124 +80%
VT
278
Vise Technologies
New York
$412K -$1.8K -19 -0.4%
BNP Paribas Financial Markets
279
BNP Paribas Financial Markets
France
$412K -$45.1K -475 -9%
ACM
280
Avalon Capital Management
California
$410K – – –
Acadian Asset Management
281
Acadian Asset Management
Massachusetts
$403K +$427K +4,500 +10,714%
Credit Agricole
282
Credit Agricole
France
$399K – – –
RP
283
Rowlandmiller & Partners
Georgia
$399K – – –
PP
284
Pacifica Partners
Canada
$397K +$142K +1,495 +50%
Allspring Global Investments
285
Allspring Global Investments
North Carolina
$393K – – –
TI
286
Tidal Investments
Wisconsin
$385K +$410K +4,323 New
DMIC
287
Dixon Mitchell Investment Counsel
British Columbia, Canada
$384K +$21.8K +230 +6%
PL
288
Perpetual Ltd
Australia
$384K +$407K +4,294 New
ECM
289
Evergreen Capital Management
Washington
$383K +$68.4K +721 +20%
BFO
290
Biltmore Family Office
North Carolina
$382K +$664 +7 +0.2%
TCOV
291
Trust Company of Vermont
Vermont
$381K +$290K +3,057 +251%
SWM
292
Silverlake Wealth Management
Vermont
$377K +$50K +527 +14%
Cetera Investment Advisers
293
Cetera Investment Advisers
Illinois
$368K +$73.9K +779 +23%
CB
294
Commerce Bank
Missouri
$361K +$1.04K +11 +0.3%
BCM
295
Boltwood Capital Management
California
$356K – – –
WPW
296
Watershed Private Wealth
Illinois
$356K – – –
GVAG
297
Great Valley Advisor Group
Delaware
$355K -$26.1K -275 -6%
EFS
298
Essex Financial Services
Connecticut
$355K – – –
JMPWA
299
JP Morgan Private Wealth Advisors
California
$352K -$14.2K -150 -4%
SPIA
300
Steward Partners Investment Advisory
New York
$344K +$228K +2,404 +165%