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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
351
Ashton Thomas Private Wealth
Arizona
$207K -$54.9K -545 -21%
AFP
352
Ausdal Financial Partners
Iowa
$207K -$4.33K -43 -2%
BAM
353
Belpointe Asset Management
Nevada
$205K +$207K +2,057 New
BTW
354
Boston Trust Walden
Massachusetts
$204K – – –
RWM
355
Ritholtz Wealth Management
New York
$203K +$204K +2,031 New
IG
356
ING Group
Netherlands
$202K – – –
SFG
357
SNS Financial Group
Minnesota
$202K – – –
IP
358
Isthmus Partners
Wisconsin
$200K -$218K -2,167 -52%
CAPTRUST Financial Advisors
359
CAPTRUST Financial Advisors
North Carolina
$194K – – –
KOCAA
360
Knights of Columbus Asset Advisors
Connecticut
$193K -$31.3K -311 -14%
MC
361
Maverick Capital
Texas
$193K +$43.4K +431 +29%
PI
362
PEAK6 Investments
Illinois
$180K -$1.11M -11,010 -86%
BFEC
363
Benjamin F. Edwards & Company
Missouri
$177K +$10.1K +100 +6%
Bessemer Group
364
Bessemer Group
New Jersey
$162K – – –
Macquarie Group
365
Macquarie Group
Australia
$162K – – –
CT
366
Caldwell Trust
Florida
$150K +$50.3K +500 +50%
WB
367
Webster Bank
Connecticut
$140K – – –
SPIA
368
Steward Partners Investment Advisory
New York
$139K +$15.9K +158 +13%
JWM
369
Janiczek Wealth Management
Colorado
$134K +$16.4K +163 +14%
SOW
370
State of Wyoming
Wyoming
$134K +$74.7K +742 +123%
BC
371
Bartlett & Co
Ohio
$133K – – –
BCWM
372
Bartlett & Co Wealth Management
Ohio
$133K – – –
AF
373
Allworth Financial
California
$130K – – –
JEST
374
JTC Employer Solutions Trustee
Jersey
$116K – – –
SWA
375
Sutton Wealth Advisors
Florida
$109K -$101 -1 -0.1%