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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CFN
301
Cordasco Financial Network
Florida
$210K +$274 +4 +0.1%
FTDI
302
First Trust Direct Indexing
Massachusetts
$210K +$189K +2,765 New
MFG
303
Magnus Financial Group
New York
$210K +$189K +2,765 New
CG
304
Caprock Group
Idaho
$208K +$187K +2,730 New
CAPTRUST Financial Advisors
305
CAPTRUST Financial Advisors
North Carolina
$175K +$5.13K +75 +3%
IRC
306
Investors Research Corp
Georgia
$164K
QCG
307
Quadrant Capital Group
Ohio
$160K +$3.9K +57 +3%
PA
308
Parallel Advisors
California
$159K +$1.16K +17 +0.8%
PFO
309
Pathstone Family Office
New Jersey
$158K
LC
310
Lindbrook Capital
California
$153K
BFEC
311
Benjamin F. Edwards & Company
Missouri
$128K +$31.8K +465 +38%
JFA
312
JNBA Financial Advisors
Minnesota
$120K
SPIA
313
Steward Partners Investment Advisory
New York
$117K -$108K -1,574 -51%
PAM
314
Panagora Asset Management
Massachusetts
$110K
VFA
315
Valeo Financial Advisors
Indiana
$106K
WB
316
Webster Bank
Connecticut
$106K
SSB
317
Sandy Spring Bank
Maryland
$104K
BWA
318
BDO Wealth Advisors
Florida
$103K
BCWM
319
Bartlett & Co Wealth Management
Ohio
$101K
BC
320
Bartlett & Co
Ohio
$101K
AF
321
Allworth Financial
California
$99K
TCOV
322
Trust Company of Vermont
Vermont
$98K
IHWM
323
Iron Horse Wealth Management
Iowa
$90K +$80.8K +1,180 New
EDRH
324
Edmond de Rothschild Holding
Switzerland
$89K +$80.1K +1,170 New
SWA
325
Sutton Wealth Advisors
Florida
$83.3K -$479 -7 -0.6%