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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
GIBU
276
Gulf International Bank (UK)
United Kingdom
$442K +$31.3K +332 +8%
PMSA
277
Patrick M. Sweeney & Associates
Illinois
$440K +$227K +2,408 +115%
EIG
278
Ellenbecker Investment Group
Wisconsin
$440K +$37.8K +400 +10%
D.E. Shaw & Co
279
D.E. Shaw & Co
New York
$440K +$56.6K +600 +15%
PG
280
Patten Group
Tennessee
$438K -$47.2K -500 -10%
RP
281
Rowlandmiller & Partners
Georgia
$437K
SWM
282
Silverlake Wealth Management
Vermont
$432K -$56.2K -595 -12%
BFS
283
Baskin Financial Services
Ontario, Canada
$432K -$14.8K -157 -3%
AFP
284
Ausdal Financial Partners
Iowa
$432K -$2.17K -23 -0.5%
ACM
285
Avalon Capital Management
California
$425K
BFO
286
Biltmore Family Office
North Carolina
$423K
IWA
287
IBEX Wealth Advisors
New Jersey
$422K +$440K +4,660 +155,333%
AAS
288
Avantax Advisory Services
Texas
$392K +$150K +1,591 +66%
CB
289
Commerce Bank
Missouri
$391K
OA
290
Operose Advisors
Wisconsin
$391K -$54.5K -577 -13%
BCM
291
Boltwood Capital Management
California
$391K
WPW
292
Watershed Private Wealth
Illinois
$391K
MFG
293
Merit Financial Group
Georgia
$385K +$399K +4,223 New
FAFN
294
First Affirmative Financial Network
Colorado
$383K -$1.04K -11 -0.3%
Susquehanna International Group
295
Susquehanna International Group
Pennsylvania
$377K +$364K +3,855 New
C
296
Certuity
Florida
$376K
QP
297
Quilter Plc
United Kingdom
$376K +$363K +3,850 New
IAA
298
Independent Advisor Alliance
North Carolina
$371K +$97.3K +1,031 +37%
MCM
299
MAI Capital Management
Ohio
$364K +$351K +3,722 New
CSPIA
300
Cary Street Partners Investment Advisory
Virginia
$361K