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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
TA
351
Townsend & Associates
Colorado
$208K +$190K +2,225 New
TCWM
352
Total Clarity Wealth Management
Illinois
$205K +$194K +2,277 New
BHPW
353
Beverly Hills Private Wealth
California
$205K -$47.4K -556 -20%
AIA
354
Alera Investment Advisors
Illinois
$205K +$194K +2,270 New
CRC
355
Curi RMB Capital
Illinois
$204K +$193K +2,264 New
PP
356
Pegasus Partners
Wisconsin
$204K -$98.1K -1,150 -34%
RW
357
REDW Wealth
New Mexico
$200K +$189K +2,220 New
BWL
358
Bogart Wealth LLC
Virginia
$199K
IRC
359
Investors Research Corp
Georgia
$195K
OC
360
Oarsman Capital
Wisconsin
$191K +$181K +2,118 New
GIBU
361
Gulf International Bank (UK)
United Kingdom
$191K -$233K -2,726 -56%
Fifth Third Bancorp
362
Fifth Third Bancorp
Ohio
$179K -$41.8K -490 -20%
CH
363
Cromwell Holdings
Wyoming
$157K +$40.4K +473 +37%
SIM
364
Studio Investment Management
Illinois
$150K
Macquarie Group
365
Macquarie Group
Australia
$147K
GI
366
GAMMA Investing
California
$142K -$22.1K -259 -14%
EWA
367
EverSource Wealth Advisors
Alabama
$140K +$5.63K +66 +4%
CT
368
Caldwell Trust
Florida
$135K
WB
369
Webster Bank
Connecticut
$126K
CJL
370
Cyrus J. Lawrence
New York
$126K
QCG
371
Quadrant Capital Group
Ohio
$121K +$2.3K +27 +2%
AF
372
Allworth Financial
California
$121K -$341 -4 -0.3%
BCWM
373
Bartlett & Co Wealth Management
Ohio
$120K
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$119K +$39.4K +462 +54%
CWM
375
Compass Wealth Management
Connecticut
$112K