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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CW
326
Code Waechter
Florida
$582K +$9.5K +75 +2%
RP
327
Rowlandmiller & Partners
Georgia
$581K
FCBT
328
First Citizens Bank & Trust
North Carolina
$579K
PMSA
329
Patrick M. Sweeney & Associates
Illinois
$578K -$6.96K -55 -1%
MM
330
MQS Management
New York
$575K +$561K +4,432 New
KPWS
331
Kestra Private Wealth Services
Texas
$572K -$387K -3,055 -41%
PP
332
PDS Planning
Ohio
$571K +$5.95K +47 +1%
BCM
333
Boltwood Capital Management
California
$568K
BFO
334
Biltmore Family Office
North Carolina
$566K
VA
335
VestGen Advisors
Illinois
$564K +$117K +924 +27%
C
336
Certuity
Florida
$545K -$35.2K -278 -6%
FCM
337
Fourpath Capital Management
Oklahoma
$544K -$215K -1,701 -29%
AFA
338
Avant Financial Advisors
Texas
$540K +$263K +2,080 +100%
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$539K +$7.6K +60 +1%
ECM
340
Evergreen Capital Management
Washington
$534K -$33.8K -267 -6%
LFA
341
Legacy Financial Advisors
Kentucky
$532K +$114K +897 +28%
SWM
342
Silverlake Wealth Management
Vermont
$521K +$760 +6 +0.1%
WPW
343
Watershed Private Wealth
Illinois
$519K
NL
344
NWAM LLC
Washington
$502K -$14.3K -113 -3%
WFI
345
West Family Investments
California
$500K
CGA
346
Crescent Grove Advisors
Illinois
$498K
DR
347
Davis Rea
Ontario, Canada
$494K -$25.7K -203 -5%
MIF
348
Mediolanum International Funds
Ireland
$492K +$89.8K +709 +23%
KA
349
KLCM Advisors
Wisconsin
$490K -$48.5K -383 -9%
VA
350
Vident Advisory
Georgia
$484K +$96.1K +759 +26%