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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
PMSA
326
Patrick M. Sweeney & Associates
Illinois
$603K – – –
KPWS
327
Kestra Private Wealth Services
Texas
$594K -$2.36K -17 -0.4%
BCM
328
Boltwood Capital Management
California
$592K – – –
BFO
329
Biltmore Family Office
North Carolina
$590K – – –
QI
330
Qtron Investments
Massachusetts
$588K +$354K +2,547 +141%
ECM
331
Evergreen Capital Management
Washington
$587K +$31.3K +225 +5%
EWA
332
EverSource Wealth Advisors
Alabama
$580K +$86.1K +620 +17%
PP
333
PDS Planning
Ohio
$575K -$20.6K -148 -3%
FWCM
334
Ferguson Wellman Capital Management
Oregon
$574K +$589K +4,238 New
Capstone Investment Advisors
335
Capstone Investment Advisors
New York
$567K +$582K +4,190 New
XT
336
XTX Topco
Cayman Islands
$564K -$3.66M -26,315 -86%
VCM
337
Versant Capital Management
Arizona
$563K +$122K +877 +27%
AFA
338
Avant Financial Advisors
Texas
$563K – – –
OC
339
Oppenheimer & Co
New York
$562K +$577K +4,156 New
PAS
340
Park Avenue Securities
New York
$562K -$99.6K -717 -15%
C
341
Certuity
Florida
$562K -$6.67K -48 -1%
TRCT
342
Tower Research Capital (TRC)
New York
$558K +$448K +3,227 +359%
PE
343
PCM Encore
Colorado
$547K +$46.3K +333 +9%
SWM
344
Silverlake Wealth Management
Vermont
$544K +$834 +6 +0.1%
WPW
345
Watershed Private Wealth
Illinois
$541K – – –
LFA
346
Legacy Financial Advisors
Kentucky
$539K -$16.3K -117 -3%
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$537K -$25K -180 -4%
AAS
348
Annex Advisory Services
Wisconsin
$531K +$30.7K +221 +6%
IWC
349
Integrated Wealth Concepts
Massachusetts
$530K +$544K +3,913 New
CGA
350
Crescent Grove Advisors
Illinois
$520K – – –