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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
351
KPP Advisory Services
Kentucky
$246K +$208K +2,487 New
LC
352
Lindbrook Capital
California
$245K +$24K +287 +13%
SPIA
353
Steward Partners Investment Advisory
New York
$243K -$89.1K -1,067 -30%
BHPW
354
Beverly Hills Private Wealth
California
$242K -$48K -575 -19%
WA
355
Wealth Alliance
New York
$240K +$202K +2,424 New
AAS
356
Avantax Advisory Services
Texas
$239K +$202K +2,418 New
HC
357
Henshaw Capital
Massachusetts
$237K +$200K +2,391 New
PA
358
Parallel Advisors
California
$232K +$5.59K +67 +3%
WHG
359
Westwood Holdings Group
Texas
$231K +$195K +2,336 New
PP
360
Patten & Patten
Tennessee
$230K -$38K -455 -16%
FFN
361
Focus Financial Network
Minnesota
$230K +$194K +2,328 New
AAS
362
Annex Advisory Services
Wisconsin
$230K +$194K +2,325 New
LC
363
Landaas & Company
Wisconsin
$230K +$194K +2,326 New
HAG
364
HighPoint Advisor Group
Illinois
$229K +$200K +2,397 New
CA
365
Cetera Advisors
Colorado
$228K +$193K +2,308 New
TCA
366
Trifecta Capital Advisors
Illinois
$227K – – –
Bessemer Group
367
Bessemer Group
New Jersey
$227K -$34.1K -408 -15%
AWS
368
Atria Wealth Solutions
New York
$225K +$190K +2,277 New
DC
369
Davenport & Co
Virginia
$223K +$188K +2,252 New
RW
370
REDW Wealth
New Mexico
$220K +$185K +2,220 New
BWL
371
Bogart Wealth LLC
Virginia
$218K – – –
CCA
372
Checchi Capital Advisers
California
$215K -$83.6K -1,002 -32%
TA
373
Townsend & Associates
Colorado
$214K +$186K +2,225 New
IRC
374
Investors Research Corp
Georgia
$213K – – –
IFG
375
Independent Financial Group
California
$213K -$25.9K -310 -13%