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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
376
NBC Securities
Alabama
$479K -$42K -267 -9%
4WM
377
49 Wealth Management
Texas
$473K +$420K +2,675 New
A
378
Alongside
Texas
$473K +$420K +2,675 New
BWL
379
Bogart Wealth LLC
Virginia
$472K +$45.6K +290 +12%
IP
380
Isthmus Partners
Wisconsin
$472K -$34.6K -220 -8%
FCG
381
Fielder Capital Group
Tennessee
$467K – – –
SMC
382
Smith, Moore & Co
Missouri
$466K – – –
ALAM
383
Asahi Life Asset Management
Japan
$466K -$87.7K -558 -17%
GH
384
GAM Holding
Switzerland
$459K +$409K +2,600 New
QCM
385
QRG Capital Management
Illinois
$457K +$64.8K +412 +19%
EP
386
Evelyn Partners
$453K +$403K +2,564 New
AGA
387
Arkos Global Advisors
Texas
$452K – – –
CFO
388
CVA Family Office
Colorado
$444K – – –
CAM
389
Cozad Asset Management
Illinois
$440K +$5.5K +35 +1%
AF
390
Allworth Financial
California
$436K -$3.93K -25 -1%
PAG
391
Private Advisor Group
New Jersey
$435K -$2.91M -18,485 -88%
LMFP
392
Larry Mathis Financial Planning
Arizona
$433K +$385K +2,449 New
NSIM
393
North Star Investment Management
Illinois
$429K – – –
GCP
394
Gill Capital Partners
Colorado
$426K – – –
MFIM
395
Mesirow Financial Investment Management
Illinois
$426K +$157 +1 +0%
DMIC
396
Dixon Mitchell Investment Counsel
British Columbia, Canada
$426K -$189K -1,203 -33%
SAI
397
Savvy Advisors Inc
New York
$425K +$54.5K +347 +17%
O
398
Ossiam
France
$424K -$496K -3,157 -57%
SS
399
SBI Securities
Japan
$424K -$14.6K -93 -4%
BA
400
Bridgewater Advisors
New York
$424K +$13.2K +84 +4%
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16
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