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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
276
Wealthspire Advisors (New York)
New York
$812K -$25.6K -216 -3%
WLG
277
Williamson Legacy Group
Indiana
$804K +$730K +6,169 New
DWT
278
Dorsey & Whitney Trust
South Dakota
$792K +$474 +4 +0.1%
BB
279
Busey Bank
Illinois
$785K
HTIM
280
Harbour Trust & Investment Management
Indiana
$778K
FCM
281
Fourpath Capital Management
Oklahoma
$768K +$1.54K +13 +0.2%
HAG
282
HighPoint Advisor Group
Illinois
$748K -$15K -127 -2%
CP
283
CenterBook Partners
Connecticut
$740K +$673K +5,682 New
SC
284
Savant Capital
Illinois
$740K -$25.8K -218 -4%
SFA
285
Sequoia Financial Advisors
Ohio
$739K +$166K +1,398 +33%
TIAA Trust, National Association
286
TIAA Trust, National Association
North Carolina
$737K
GVAG
287
Great Valley Advisor Group
Delaware
$728K +$8.17K +69 +1%
VCS
288
Vaughan & Co Securities
New Jersey
$722K -$194K -1,637 -23%
IIM
289
Ipswich Investment Management
Massachusetts
$714K -$14.8K -125 -2%
TWM
290
Tradition Wealth Management
Minnesota
$714K +$47.4K +400 +8%
FFM
291
Forum Financial Management
Illinois
$711K +$107K +900 +20%
HF
292
HRT Financial
New York
$693K +$269K +2,272 +75%
NAS
293
Nicolet Advisory Services
Wisconsin
$676K
BA
294
Bridgewater Associates
Connecticut
$674K +$334K +2,821 +120%
PP
295
Pacifica Partners
Canada
$665K -$54.5K -460 -8%
GIM
296
Glenmede Investment Management
Pennsylvania
$657K -$5.45K -46 -0.9%
WIA
297
World Investment Advisors
California
$647K -$474 -4 -0.1%
CRC
298
Curi RMB Capital
Illinois
$630K +$13.7K +116 +2%
MT
299
Midwest Trust
Kansas
$624K -$6.39K -54 -1%
MFG
300
Merit Financial Group
Georgia
$603K -$14.4K -122 -3%