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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
351
Atria Wealth Solutions
New York
$224K +$248K +2,333 New
LC
352
Lindbrook Capital
California
$222K +$19.8K +186 +9%
SFA
353
Sequoia Financial Advisors
Ohio
$220K +$40.2K +378 +20%
1WA
354
180 Wealth Advisors
Washington
$220K +$241K +2,272 New
GLA
355
Good Life Advisors
Pennsylvania
$217K
CIBC Private Wealth Group
356
CIBC Private Wealth Group
Georgia
$216K -$2.64M -24,850 -92%
RW
357
REDW Wealth
New Mexico
$213K
N
358
Natixis
France
$212K -$401K -3,770 -63%
PTC
359
Petrus Trust Company
Texas
$212K +$235K +2,207 New
IAA
360
Independent Advisor Alliance
North Carolina
$210K +$319 +3 +0.1%
DT
361
Diversified Trust
Tennessee
$208K -$956 -9 -0.4%
SW
362
Solidarity Wealth
Utah
$208K
IRC
363
Investors Research Corp
Georgia
$207K
SW
364
SVB Wealth
Massachusetts
$204K -$141K -1,325 -38%
DA
365
Doliver Advisors
Texas
$204K -$44K -414 -16%
BWA
366
BDO Wealth Advisors
Florida
$203K
OA
367
Operose Advisors
Wisconsin
$201K -$72K -678 -25%
Squarepoint
368
Squarepoint
New York
$201K +$222K +2,088 New
BSW
369
Buckingham Strategic Wealth
Missouri
$200K -$1.91K -18 -0.9%
AAS
370
Avantax Advisory Services
Texas
$200K +$13.9K +131 +7%
NIM
371
NuWave Investment Management
New Jersey
$183K -$204K -1,918 -50%
CG
372
Cutler Group
California
$180K +$199K +1,877 New
HNB
373
Huntington National Bank
Ohio
$168K -$42.8K -403 -19%
T
374
TOBAM
France
$165K +$67.5K +635 +59%
JWM
375
Janiczek Wealth Management
Colorado
$149K +$14.3K +135 +10%