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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
LC
351
Lindbrook Capital
California
$245K +$24K +287 +13%
SPIA
352
Steward Partners Investment Advisory
New York
$243K -$89.1K -1,067 -30%
BHPW
353
Beverly Hills Private Wealth
California
$242K -$48K -575 -19%
WA
354
Wealth Alliance
New York
$240K +$202K +2,424 New
AAS
355
Avantax Advisory Services
Texas
$239K +$202K +2,418 New
HC
356
Henshaw Capital
Massachusetts
$237K +$200K +2,391 New
PA
357
Parallel Advisors
California
$232K +$5.59K +67 +3%
WHG
358
Westwood Holdings Group
Texas
$231K +$195K +2,336 New
PP
359
Patten & Patten
Tennessee
$230K -$38K -455 -16%
FFN
360
Focus Financial Network
Minnesota
$230K +$194K +2,328 New
AAS
361
Annex Advisory Services
Wisconsin
$230K +$194K +2,325 New
LC
362
Landaas & Company
Wisconsin
$230K +$194K +2,326 New
HAG
363
HighPoint Advisor Group
Illinois
$229K +$200K +2,397 New
CA
364
Cetera Advisors
Colorado
$228K +$193K +2,308 New
TCA
365
Trifecta Capital Advisors
Illinois
$227K
Bessemer Group
366
Bessemer Group
New Jersey
$227K -$34.1K -408 -15%
AWS
367
Atria Wealth Solutions
New York
$225K +$190K +2,277 New
DC
368
Davenport & Co
Virginia
$223K +$188K +2,252 New
RW
369
REDW Wealth
New Mexico
$220K +$185K +2,220 New
BWL
370
Bogart Wealth LLC
Virginia
$218K
CCA
371
Checchi Capital Advisers
California
$215K -$83.6K -1,002 -32%
TA
372
Townsend & Associates
Colorado
$214K +$186K +2,225 New
IRC
373
Investors Research Corp
Georgia
$213K
IFG
374
Independent Financial Group
California
$213K -$25.9K -310 -13%
FCM
375
Firestone Capital Management
Florida
$208K +$175K +2,100 New