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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
OWP
351
Obermeyer Wealth Partners
Colorado
$240K
RW
352
REDW Wealth
New Mexico
$239K
IAA
353
Independent Advisor Alliance
North Carolina
$235K +$10.3K +96 +5%
DT
354
Diversified Trust
Tennessee
$234K
BTW
355
Boston Trust Walden
Massachusetts
$234K +$13.5K +125 +6%
GLA
356
Good Life Advisors
Pennsylvania
$233K -$47.4K -440 -17%
IRC
357
Investors Research Corp
Georgia
$232K
PWLP
358
Prio Wealth Limited Partnership
Massachusetts
$232K
MA
359
Mutual Advisors
Nebraska
$229K
LC
360
Lindbrook Capital
California
$229K +$754 +7 +0.3%
BWA
361
BDO Wealth Advisors
Florida
$227K
SBIA
362
Sheaff Brock Investment Advisors
Indiana
$227K +$108 +1 +0%
GC
363
Guggenheim Capital
Illinois
$225K -$319K -2,964 -59%
AFP
364
Ausdal Financial Partners
Iowa
$223K
SFG
365
SNS Financial Group
Minnesota
$218K
BIM
366
Bridges Investment Management
Nebraska
$215K +$216K +2,000 New
CRC
367
Curi RMB Capital
Illinois
$212K +$212K +1,965 New
SEP
368
Southland Equity Partners
Missouri
$212K +$212K +1,965 New
Tudor Investment Corp
369
Tudor Investment Corp
Connecticut
$210K +$210K +1,951 New
EIG
370
Ellenbecker Investment Group
Wisconsin
$207K +$207K +1,922 New
W
371
Wealthsimple
Ontario, Canada
$206K +$206K +1,912 New
DC
372
Davenport & Co
Virginia
$206K +$206K +1,913 New
BCM
373
Buckhead Capital Management
Georgia
$205K -$19.8K -184 -9%
AAS
374
Avantax Advisory Services
Texas
$205K +$205K +1,898 New
Manulife (Manufacturers Life Insurance)
375
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$205K -$207M -1,917,698 -50%