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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
326
Tower Research Capital (TRC)
New York
$243K +$52.4K +521 +27%
WCA
327
Westover Capital Advisors
Delaware
$239K – – –
BWL
328
Bogart Wealth LLC
Virginia
$238K – – –
RP
329
Rowlandmiller & Partners
Georgia
$237K – – –
PA
330
Parallel Advisors
California
$236K +$2.92K +29 +1%
Credit Agricole
331
Credit Agricole
France
$235K +$15.7K +156 +7%
AAS
332
Annex Advisory Services
Wisconsin
$234K -$193K -1,919 -45%
OC
333
Oarsman Capital
Wisconsin
$233K – – –
LC
334
Landaas & Company
Wisconsin
$232K -$50.3K -500 -18%
ALAM
335
Asahi Life Asset Management
Japan
$230K +$232K +2,300 New
AIC
336
Ameritas Investment Company
Nebraska
$229K +$7.75K +77 +3%
MWM
337
Mission Wealth Management
California
$229K +$232K +2,300 New
CIBC Private Wealth Group
338
CIBC Private Wealth Group
Georgia
$224K -$443K -4,397 -66%
PFO
339
Pathstone Family Office
New Jersey
$223K – – –
OWP
340
Obermeyer Wealth Partners
Colorado
$222K – – –
RW
341
REDW Wealth
New Mexico
$221K – – –
DT
342
Diversified Trust
Tennessee
$216K +$2.01K +20 +0.9%
IRC
343
Investors Research Corp
Georgia
$215K – – –
PWLP
344
Prio Wealth Limited Partnership
Massachusetts
$214K -$11.8K -117 -5%
MA
345
Mutual Advisors
Nebraska
$212K +$214K +2,123 New
LC
346
Lindbrook Capital
California
$211K +$10.2K +101 +5%
BWA
347
BDO Wealth Advisors
Florida
$210K – – –
SBIA
348
Sheaff Brock Investment Advisors
Indiana
$210K +$201 +2 +0.1%
BCM
349
Buckhead Capital Management
Georgia
$209K – – –
IAA
350
Independent Advisor Alliance
North Carolina
$208K +$3.22K +32 +2%