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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
276
Credit Agricole
France
$454K +$47.3K +501 +11%
IWC
277
Integrated Wealth Concepts
Massachusetts
$453K -$21.7K -230 -5%
BFEC
278
Benjamin F. Edwards & Company
Missouri
$448K +$3.3K +35 +0.8%
GIBU
279
Gulf International Bank (UK)
United Kingdom
$442K +$31.3K +332 +8%
PMSA
280
Patrick M. Sweeney & Associates
Illinois
$440K +$227K +2,408 +115%
EIG
281
Ellenbecker Investment Group
Wisconsin
$440K +$37.8K +400 +10%
D.E. Shaw & Co
282
D.E. Shaw & Co
New York
$440K +$56.6K +600 +15%
PG
283
Patten Group
Tennessee
$438K -$47.2K -500 -10%
RP
284
Rowlandmiller & Partners
Georgia
$437K – – –
SWM
285
Silverlake Wealth Management
Vermont
$432K -$56.2K -595 -12%
BFS
286
Baskin Financial Services
Ontario, Canada
$432K -$14.8K -157 -3%
AFP
287
Ausdal Financial Partners
Iowa
$432K -$2.17K -23 -0.5%
ACM
288
Avalon Capital Management
California
$425K – – –
BFO
289
Biltmore Family Office
North Carolina
$423K – – –
IWA
290
IBEX Wealth Advisors
New Jersey
$422K +$157K +1,663 +55%
AAS
291
Avantax Advisory Services
Texas
$392K +$150K +1,591 +66%
CB
292
Commerce Bank
Missouri
$391K – – –
OA
293
Operose Advisors
Wisconsin
$391K -$54.5K -577 -13%
BCM
294
Boltwood Capital Management
California
$391K – – –
WPW
295
Watershed Private Wealth
Illinois
$391K – – –
MFG
296
Merit Financial Group
Georgia
$385K +$399K +4,223 New
FAFN
297
First Affirmative Financial Network
Colorado
$383K -$1.04K -11 -0.3%
Susquehanna International Group
298
Susquehanna International Group
Pennsylvania
$377K +$364K +3,855 New
C
299
Certuity
Florida
$376K – – –
QP
300
Quilter Plc
United Kingdom
$376K +$363K +3,850 New