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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
MMCM
376
Murphy & Mullick Capital Management
New York
$483K – – –
FMC
377
First Merchants Corp
Indiana
$480K – – –
NS
378
NBC Securities
Alabama
$479K -$42K -267 -9%
4WM
379
49 Wealth Management
Texas
$473K +$420K +2,675 New
A
380
Alongside
Texas
$473K +$420K +2,675 New
BWL
381
Bogart Wealth LLC
Virginia
$472K +$45.6K +290 +12%
IP
382
Isthmus Partners
Wisconsin
$472K -$34.6K -220 -8%
FCG
383
Fielder Capital Group
Tennessee
$467K – – –
SMC
384
Smith, Moore & Co
Missouri
$466K – – –
ALAM
385
Asahi Life Asset Management
Japan
$466K -$87.7K -558 -17%
WAU
386
Wellington-Altus USA
Manitoba, Canada
$461K – – –
GH
387
GAM Holding
Switzerland
$459K +$409K +2,600 New
QCM
388
QRG Capital Management
Illinois
$457K +$64.8K +412 +19%
EP
389
Evelyn Partners
$453K +$403K +2,564 New
AGA
390
Arkos Global Advisors
Texas
$452K – – –
CFO
391
CVA Family Office
Colorado
$444K – – –
CAM
392
Cozad Asset Management
Illinois
$440K +$5.5K +35 +1%
AF
393
Allworth Financial
California
$436K -$3.93K -25 -1%
PAG
394
Private Advisor Group
New Jersey
$435K -$2.91M -18,485 -88%
LMFP
395
Larry Mathis Financial Planning
Arizona
$433K +$385K +2,449 New
NSIM
396
North Star Investment Management
Illinois
$429K – – –
GCP
397
Gill Capital Partners
Colorado
$426K – – –
MFIM
398
Mesirow Financial Investment Management
Illinois
$426K +$157 +1 +0%
DMIC
399
Dixon Mitchell Investment Counsel
British Columbia, Canada
$426K -$189K -1,203 -33%
SAI
400
Savvy Advisors Inc
New York
$425K +$54.5K +347 +17%
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16
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