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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
RP
326
Rowlandmiller & Partners
Georgia
$237K
PA
327
Parallel Advisors
California
$236K +$2.92K +29 +1%
Credit Agricole
328
Credit Agricole
France
$235K +$15.7K +156 +7%
AAS
329
Annex Advisory Services
Wisconsin
$234K -$193K -1,919 -45%
OC
330
Oarsman Capital
Wisconsin
$233K
LC
331
Landaas & Company
Wisconsin
$232K -$50.3K -500 -18%
ALAM
332
Asahi Life Asset Management
Japan
$230K +$232K +2,300 New
AIC
333
Ameritas Investment Company
Nebraska
$229K +$7.75K +77 +3%
MWM
334
Mission Wealth Management
California
$229K +$232K +2,300 New
CIBC Private Wealth Group
335
CIBC Private Wealth Group
Georgia
$224K -$443K -4,397 -66%
PFO
336
Pathstone Family Office
New Jersey
$223K
OWP
337
Obermeyer Wealth Partners
Colorado
$222K
RW
338
REDW Wealth
New Mexico
$221K
DT
339
Diversified Trust
Tennessee
$216K +$2.01K +20 +0.9%
IRC
340
Investors Research Corp
Georgia
$215K
PWLP
341
Prio Wealth Limited Partnership
Massachusetts
$214K -$11.8K -117 -5%
MA
342
Mutual Advisors
Nebraska
$212K +$214K +2,123 New
LC
343
Lindbrook Capital
California
$211K +$10.2K +101 +5%
BWA
344
BDO Wealth Advisors
Florida
$210K
SBIA
345
Sheaff Brock Investment Advisors
Indiana
$210K +$201 +2 +0.1%
BCM
346
Buckhead Capital Management
Georgia
$209K
IAA
347
Independent Advisor Alliance
North Carolina
$208K +$3.22K +32 +2%
ATPW
348
Ashton Thomas Private Wealth
Arizona
$207K -$54.9K -545 -21%
AFP
349
Ausdal Financial Partners
Iowa
$207K -$4.33K -43 -2%
BAM
350
Belpointe Asset Management
Nevada
$205K +$207K +2,057 New