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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
X
326
Xponance
Pennsylvania
$584K +$568K +4,489 New
CW
327
Code Waechter
Florida
$582K +$9.5K +75 +2%
RP
328
Rowlandmiller & Partners
Georgia
$581K – – –
FCBT
329
First Citizens Bank & Trust
North Carolina
$579K – – –
PMSA
330
Patrick M. Sweeney & Associates
Illinois
$578K -$6.96K -55 -1%
MM
331
MQS Management
New York
$575K +$561K +4,432 New
KPWS
332
Kestra Private Wealth Services
Texas
$572K -$387K -3,055 -41%
PP
333
PDS Planning
Ohio
$571K +$5.95K +47 +1%
BCM
334
Boltwood Capital Management
California
$568K – – –
BFO
335
Biltmore Family Office
North Carolina
$566K – – –
VA
336
VestGen Advisors
Illinois
$564K +$117K +924 +27%
C
337
Certuity
Florida
$545K -$35.2K -278 -6%
FCM
338
Fourpath Capital Management
Oklahoma
$544K -$215K -1,701 -29%
AFA
339
Avant Financial Advisors
Texas
$540K +$263K +2,080 +100%
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$539K +$7.6K +60 +1%
ECM
341
Evergreen Capital Management
Washington
$534K -$33.8K -267 -6%
LFA
342
Legacy Financial Advisors
Kentucky
$532K +$114K +897 +28%
SWM
343
Silverlake Wealth Management
Vermont
$521K +$760 +6 +0.1%
WPW
344
Watershed Private Wealth
Illinois
$519K – – –
NL
345
NWAM LLC
Washington
$502K -$14.3K -113 -3%
WFI
346
West Family Investments
California
$500K – – –
CGA
347
Crescent Grove Advisors
Illinois
$498K – – –
DR
348
Davis Rea
Ontario, Canada
$494K -$25.7K -203 -5%
MIF
349
Mediolanum International Funds
Ireland
$492K +$89.8K +709 +23%
KA
350
KLCM Advisors
Wisconsin
$490K -$48.5K -383 -9%