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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
276
Baskin Financial Services
Ontario, Canada
$454K -$166K -1,987 -30%
OA
277
Operose Advisors
Wisconsin
$453K +$235K +2,819 +160%
BCM
278
Bayesian Capital Management
New York
$451K +$381K +4,563 New
BFEC
279
Benjamin F. Edwards & Company
Missouri
$450K +$13.9K +167 +4%
Credit Agricole
280
Credit Agricole
France
$444K
RP
281
Rowlandmiller & Partners
Georgia
$443K
AFP
282
Ausdal Financial Partners
Iowa
$440K -$2.34K -28 -0.6%
ACM
283
Avalon Capital Management
California
$430K -$20.9K -250 -5%
BFO
284
Biltmore Family Office
North Carolina
$429K +$4.51K +54 +1%
XT
285
XTX Topco
Cayman Islands
$424K +$358K +4,286 New
GIBU
286
Gulf International Bank (UK)
United Kingdom
$416K -$85.2K -1,020 -20%
WIA
287
World Investment Advisors
California
$414K +$350K +4,189 New
GVAG
288
Great Valley Advisor Group
Delaware
$411K +$83 +1 +0%
EIG
289
Ellenbecker Investment Group
Wisconsin
$406K
SLAM
290
Swiss Life Asset Management
$400K +$24.2K +290 +8%
CB
291
Commerce Bank
Missouri
$396K -$2.84K -34 -0.8%
BCM
292
Boltwood Capital Management
California
$396K
WPW
293
Watershed Private Wealth
Illinois
$396K
FAFN
294
First Affirmative Financial Network
Colorado
$389K -$13.3K -159 -4%
D.E. Shaw & Co
295
D.E. Shaw & Co
New York
$386K -$2.81M -33,664 -90%
HI
296
Harbour Investments
Wisconsin
$384K +$46.9K +562 +17%
C
297
Certuity
Florida
$381K +$321K +3,850 New
JIC
298
Johnson Investment Counsel
Ohio
$374K +$2.67K +32 +0.9%
QCM
299
Quantinno Capital Management
New York
$369K -$1.06M -12,646 -77%
CSPIA
300
Cary Street Partners Investment Advisory
Virginia
$366K -$50.1K -600 -14%