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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
301
Merit Financial Group
Georgia
$755K +$150K +1,182 +26%
FFM
302
Forum Financial Management
Illinois
$750K +$40.9K +323 +6%
TIAA Trust, National Association
303
TIAA Trust, National Association
North Carolina
$734K
SC
304
Savant Capital
Illinois
$726K -$11.1K -88 -2%
GVAG
305
Great Valley Advisor Group
Delaware
$725K -$127 -1 -0%
NAS
306
Nicolet Advisory Services
Wisconsin
$723K +$18.4K +145 +3%
IIM
307
Ipswich Investment Management
Massachusetts
$712K
TWM
308
Tradition Wealth Management
Minnesota
$710K -$633 -5 -0.1%
VCS
309
Vaughan & Co Securities
New Jersey
$702K -$16.3K -129 -2%
MT
310
Midwest Trust
Kansas
$698K +$74.2K +586 +12%
IP
311
Ignite Planners
California
$696K -$573K -4,526 -47%
SPIA
312
Steward Partners Investment Advisory
New York
$694K -$139K -1,100 -17%
HAG
313
HighPoint Advisor Group
Illinois
$693K -$51.3K -405 -7%
PSB
314
Passumpsic Savings Bank
Vermont
$690K +$673K +5,314 New
PAS
315
Park Avenue Securities
New York
$633K +$61.5K +486 +11%
CRC
316
Curi RMB Capital
Illinois
$629K +$1.14K +9 +0.2%
WIA
317
World Investment Advisors
California
$628K -$16.8K -133 -3%
CG
318
Caprock Group
Idaho
$626K +$7.22K +57 +1%
BA
319
Bridgewater Associates
Connecticut
$619K -$51.9K -410 -8%
SHGA
320
Sand Hill Global Advisors
California
$608K +$14.3K +113 +2%
HWM
321
HB Wealth Management
Georgia
$604K +$62.7K +495 +12%
MCM
322
MAI Capital Management
Ohio
$602K +$12.4K +98 +2%
HCA
323
Heck Capital Advisors
Wisconsin
$602K +$587K +4,636 New
EIG
324
Ellenbecker Investment Group
Wisconsin
$585K
X
325
Xponance
Pennsylvania
$584K +$568K +4,489 New