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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
301
Baskin Financial Services
Ontario, Canada
$877K – – –
LWAM
302
Legacy Wealth Asset Management
Minnesota
$876K -$6.92K -44 -0.9%
BEI
303
Benjamin Edwards Inc
Missouri
$860K -$588K -3,741 -43%
CRC
304
Curi RMB Capital
Illinois
$855K +$18.1K +115 +2%
IP
305
Ignite Planners
California
$855K -$16.2K -103 -2%
IIM
306
Ipswich Investment Management
Massachusetts
$850K – – –
P
307
&Partners
Tennessee
$846K -$957K -6,087 -56%
Prudential Financial
308
Prudential Financial
New Jersey
$843K – – –
VA
309
VestGen Advisors
Illinois
$841K +$20.7K +132 +3%
SCP
310
Sivia Capital Partners
California
$826K – – –
LC
311
Landaas & Company
Wisconsin
$820K +$428K +2,721 +142%
MT
312
Midwest Trust
Kansas
$814K -$3.93K -25 -0.5%
EIG
313
Ellenbecker Investment Group
Wisconsin
$804K +$6.76K +43 +1%
KPWS
314
Kestra Private Wealth Services
Texas
$797K +$19.2K +122 +3%
PMSA
315
Patrick M. Sweeney & Associates
Illinois
$787K – – –
BCM
316
Boltwood Capital Management
California
$777K +$3.93K +25 +0.6%
FFM
317
Fullerton Fund Management
Singapore
$777K +$692K +4,400 New
BFO
318
Biltmore Family Office
North Carolina
$770K – – –
PP
319
PDS Planning
Ohio
$757K +$5.19K +33 +0.8%
VCM
320
Versant Capital Management
Arizona
$749K +$12.3K +78 +2%
FWCM
321
Ferguson Wellman Capital Management
Oregon
$749K – – –
IA
322
IFG Advisory
Georgia
$745K +$592K +3,767 +837%
PP
323
Pacifica Partners
Canada
$743K -$115K -730 -15%
ECM
324
Evergreen Capital Management
Washington
$740K -$23.1K -147 -3%
BJL
325
Brighton Jones LLC
Washington
$736K +$89.1K +567 +16%