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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
FCG
351
Fielder Capital Group
Tennessee
$258K – – –
GSC
352
Grey Street Capital
Illinois
$257K +$249K +2,635 New
AWS
353
Atria Wealth Solutions
New York
$250K +$26.6K +282 +12%
ONB
354
Old National Bancorp
Indiana
$250K +$241K +2,558 New
Fifth Third Bancorp
355
Fifth Third Bancorp
Ohio
$249K -$4.72K -50 -2%
VFA
356
Valeo Financial Advisors
Indiana
$249K +$1.89K +20 +0.8%
LC
357
Lindbrook Capital
California
$246K +$4.34K +46 +2%
NSIM
358
North Star Investment Management
Illinois
$246K +$189 +2 +0.1%
CFO
359
CVA Family Office
Colorado
$245K – – –
MFIM
360
Mesirow Financial Investment Management
Illinois
$242K -$44.9K -476 -16%
AAS
361
Annex Advisory Services
Wisconsin
$237K +$9.25K +98 +4%
KAS
362
KPP Advisory Services
Kentucky
$235K -$7.93K -84 -3%
AAS
363
Ameritas Advisory Services
Nebraska
$233K -$4.34K -46 -2%
CCA
364
Checchi Capital Advisers
California
$231K +$18.2K +193 +9%
WHG
365
Westwood Holdings Group
Texas
$228K – – –
HAG
366
HighPoint Advisor Group
Illinois
$228K +$2.08K +22 +0.9%
PWLP
367
Prio Wealth Limited Partnership
Massachusetts
$228K +$220K +2,331 New
PP
368
Patten & Patten
Tennessee
$227K – – –
LC
369
Landaas & Company
Wisconsin
$227K – – –
TCA
370
Trifecta Capital Advisors
Illinois
$225K – – –
CRC
371
Curi RMB Capital
Illinois
$225K +$20.8K +220 +11%
SPIA
372
Steward Partners Investment Advisory
New York
$223K -$16.5K -175 -7%
PI
373
PEAK6 Investments
Illinois
$219K +$212K +2,241 New
WI
374
WrapManager Inc
California
$218K +$16.3K +173 +8%
RW
375
REDW Wealth
New Mexico
$217K – – –