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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
326
Tradition Wealth Management
Minnesota
$290K +$1.04K +11 +0.4%
DT
327
Diversified Trust
Tennessee
$289K
GT
328
Glenmede Trust
Pennsylvania
$288K +$82K +869 +42%
PNC
329
Park National Corp
Ohio
$287K
EBT
330
Enterprise Bank & Trust
Massachusetts
$285K
BHPW
331
Beverly Hills Private Wealth
California
$282K +$41.3K +437 +18%
AFG
332
Atomi Financial Group
New York
$282K +$272K +2,885 New
SSA
333
Sierra Summit Advisors
Nevada
$282K +$11.9K +126 +5%
SEP
334
Southland Equity Partners
Missouri
$280K +$8.78K +93 +3%
UCFA
335
United Capital Financial Advisors
Texas
$280K -$22.9K -243 -8%
MFG
336
Magnus Financial Group
New York
$279K
1WA
337
180 Wealth Advisors
Washington
$274K -$31.1K -329 -10%
FOA
338
Five Oceans Advisors
California
$271K +$283 +3 +0.1%
GC
339
Guggenheim Capital
Illinois
$271K +$262K +2,773 New
PA
340
Parallel Advisors
California
$271K +$40.4K +428 +18%
SMC
341
Smith, Moore & Co
Missouri
$269K
Mitsubishi UFJ Trust & Banking
342
Mitsubishi UFJ Trust & Banking
Japan
$264K -$2.37M -25,084 -90%
EGM
343
Engineers Gate Manager
New York
$264K -$327K -3,463 -56%
CC
344
Cipher Capital
New York
$262K +$253K +2,682 New
AGA
345
Arkos Global Advisors
Texas
$261K
BG
346
Bahl & Gaynor
Ohio
$261K +$252K +2,667 New
HC
347
Henshaw Capital
Massachusetts
$260K +$25.6K +271 +11%
FCG
348
Fielder Capital Group
Tennessee
$258K
GSC
349
Grey Street Capital
Illinois
$257K +$249K +2,635 New
AWS
350
Atria Wealth Solutions
New York
$250K +$26.6K +282 +12%