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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
301
Tradition Wealth Management
Minnesota
$742K +$1.67K +12 +0.2%
NB
302
Nicolet Bankshares
Wisconsin
$740K +$750K +5,401 New
VCA
303
Verdence Capital Advisors
Maryland
$736K -$275K -1,979 -27%
SHGA
304
Sand Hill Global Advisors
California
$732K +$101K +729 +16%
HF
305
HRT Financial
New York
$718K -$197K -1,421 -21%
VCS
306
Vaughan & Co Securities
New Jersey
$710K -$22.6K -163 -3%
VA
307
VestGen Advisors
Illinois
$706K +$39.9K +287 +7%
QP
308
Quilter Plc
United Kingdom
$699K
SPIA
309
Steward Partners Investment Advisory
New York
$695K -$29.2K -210 -4%
FFA
310
Farther Finance Advisors
California
$687K +$180K +1,296 +35%
HSBC Holdings
311
HSBC Holdings
United Kingdom
$678K +$702K +5,051 New
LWAM
312
Legacy Wealth Asset Management
Minnesota
$677K +$695K +5,002 New
PP
313
Pacifica Partners
Canada
$677K +$695K +5,005 New
BFS
314
Baskin Financial Services
Ontario, Canada
$673K -$292K -2,100 -30%
IP
315
Ignite Planners
California
$667K -$23.3K -168 -3%
IIM
316
Ipswich Investment Management
Massachusetts
$651K -$93.8K -675 -12%
CRC
317
Curi RMB Capital
Illinois
$640K -$17K -122 -3%
SCP
318
Sivia Capital Partners
California
$632K +$338K +2,434 +109%
MT
319
Midwest Trust
Kansas
$627K -$104K -748 -14%
WIA
320
World Investment Advisors
California
$620K -$35K -252 -5%
WA
321
Wealth Alliance
New York
$619K -$257K -1,850 -29%
MCM
322
MAI Capital Management
Ohio
$617K -$11.1K -80 -2%
EIG
323
Ellenbecker Investment Group
Wisconsin
$610K
FCBT
324
First Citizens Bank & Trust
North Carolina
$604K
PMSA
325
Patrick M. Sweeney & Associates
Illinois
$603K