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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
N
276
Natixis
France
$597K +$113K +1,140 +22%
WANY
277
Wealthspire Advisors (New York)
New York
$595K -$12.4K -125 -2%
MWA
278
Midland Wealth Advisors
Illinois
$592K
BB
279
Busey Bank
Illinois
$580K +$7.62K +77 +1%
DWT
280
Dorsey & Whitney Trust
South Dakota
$579K +$495 +5 +0.1%
FCM
281
Fourpath Capital Management
Oklahoma
$579K -$890 -9 -0.1%
KAS
282
Kestra Advisory Services
Texas
$575K -$55.6K -562 -9%
ECM
283
Evergreen Capital Management
Washington
$561K +$3.46K +35 +0.6%
TIAA Trust, National Association
284
TIAA Trust, National Association
North Carolina
$557K -$217K -2,196 -27%
FFM
285
Forum Financial Management
Illinois
$550K +$569K +5,758 New
AQR Capital Management
286
AQR Capital Management
Connecticut
$548K +$264K +2,673 +87%
TC
287
Tacita Capital
Ontario, Canada
$548K +$495K +5,000 +678%
MM
288
MQS Management
New York
$544K +$564K +5,700 New
PP
289
Pacifica Partners
Canada
$544K
HAG
290
HighPoint Advisor Group
Illinois
$536K +$25.2K +255 +5%
IIM
291
Ipswich Investment Management
Massachusetts
$536K
JSSH
292
J. Safra Sarasin Holding
$529K +$548K +5,540 New
SPIA
293
Steward Partners Investment Advisory
New York
$504K +$64.7K +654 +14%
SW
294
SVB Wealth
Massachusetts
$502K +$8.21K +83 +2%
WIA
295
World Investment Advisors
California
$477K +$2.87K +29 +0.6%
KA
296
KLCM Advisors
Wisconsin
$471K +$39.3K +397 +9%
MFG
297
Merit Financial Group
Georgia
$468K +$86.9K +879 +22%
William Blair & Company
298
William Blair & Company
Illinois
$467K -$319K -3,221 -40%
TWM
299
Tradition Wealth Management
Minnesota
$465K
FCI
300
Financial Counselors Inc
Kansas
$463K -$3.66K -37 -0.8%