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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
351
Atria Wealth Solutions
New York
$205K +$97 +1 +0%
LC
352
Landaas & Company
Wisconsin
$204K
WDA
353
Wendell David Associates
New Hampshire
$202K -$19.3K -200 -8%
CG
354
Cutler Group
California
$194K +$32.9K +340 +18%
IRC
355
Investors Research Corp
Georgia
$189K
BWA
356
BDO Wealth Advisors
Florida
$185K
OA
357
Operose Advisors
Wisconsin
$183K
WFA
358
Wipfli Financial Advisors
Wisconsin
$161K +$177K +1,832 New
Bessemer Group
359
Bessemer Group
New Jersey
$147K +$21K +217 +15%
SPIA
360
Steward Partners Investment Advisory
New York
$145K +$20.8K +215 +15%
HNB
361
Huntington National Bank
Ohio
$133K -$21.5K -222 -13%
CT
362
Caldwell Trust
Florida
$131K
HFM
363
Harvest Fund Management
China
$130K +$144K +1,488 New
CJL
364
Cyrus J. Lawrence
New York
$123K
WB
365
Webster Bank
Connecticut
$123K
T
366
TOBAM
France
$119K -$35.3K -365 -21%
BC
367
Bartlett & Co
Ohio
$117K
BCWM
368
Bartlett & Co Wealth Management
Ohio
$117K
AF
369
Allworth Financial
California
$114K -$8.32K -86 -6%
TCOV
370
Trust Company of Vermont
Vermont
$110K
IWA
371
Icon Wealth Advisors
Texas
$105K +$116K +1,196 New
JEST
372
JTC Employer Solutions Trustee
Jersey
$103K
CTC
373
Central Trust Company
Missouri
$99K +$42.5K +440 +64%
SWA
374
Sutton Wealth Advisors
Florida
$95.9K
JWM
375
Janiczek Wealth Management
Colorado
$91K -$39.6K -410 -28%