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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
351
Sigma Planning Corp
Michigan
$213K -$39.9K -451 -16%
WI
352
Wintrust Investments
Illinois
$212K +$442 +5 +0.2%
WHG
353
Westwood Holdings Group
Texas
$211K – – –
LC
354
Landaas & Company
Wisconsin
$210K – – –
TA
355
Townsend & Associates
Colorado
$208K – – –
BFM
356
Boothbay Fund Management
New York
$208K +$203K +2,300 New
BRWA
357
B. Riley Wealth Advisors
Florida
$207K +$203K +2,295 New
GT
358
Glenmede Trust
Pennsylvania
$206K – – –
AAS
359
Avantax Advisory Services
Texas
$206K +$2.21K +25 +1%
WI
360
WrapManager Inc
California
$206K +$201K +2,276 New
DC
361
Davenport & Co
Virginia
$201K +$197K +2,225 New
RW
362
REDW Wealth
New Mexico
$200K +$196K +2,220 New
BWL
363
Bogart Wealth LLC
Virginia
$200K +$48.3K +546 +33%
LC
364
Lindbrook Capital
California
$196K -$1.59K -18 -0.8%
IRC
365
Investors Research Corp
Georgia
$195K – – –
PA
366
Parallel Advisors
California
$195K -$23.8K -269 -11%
TCA
367
Trifecta Capital Advisors
Illinois
$191K – – –
QCG
368
Quadrant Capital Group
Ohio
$173K +$10.2K +115 +6%
OA
369
Operose Advisors
Wisconsin
$159K – – –
HNB
370
Huntington National Bank
Ohio
$156K +$6.37K +72 +4%
AWM
371
Avior Wealth Management
Nebraska
$151K -$2.56K -29 -2%
BSC
372
Brown Shipley & Co
United Kingdom
$149K +$146K +1,650 New
PI
373
PEAK6 Investments
Illinois
$139K -$594K -6,722 -81%
CT
374
Caldwell Trust
Florida
$135K – – –
WB
375
Webster Bank
Connecticut
$126K – – –
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