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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
SW
376
Solidarity Wealth
Utah
$237K +$239K +2,065 New
BIM
377
Bridges Investment Management
Nebraska
$236K – – –
PWPS
378
Pinnacle Wealth Planning Services
Ohio
$236K +$232K +1,999 New
LWM
379
Laidlaw Wealth Management
New York
$233K +$229K +1,974 New
CRC
380
Curi RMB Capital
Illinois
$232K – – –
AAS
381
Avantax Advisory Services
Texas
$228K +$5.33K +46 +2%
PWLP
382
Prio Wealth Limited Partnership
Massachusetts
$226K -$27K -233 -11%
EIG
383
Ellenbecker Investment Group
Wisconsin
$226K -$696 -6 -0.3%
BCM
384
Buckhead Capital Management
Georgia
$225K – – –
SFA
385
Sequoia Financial Advisors
Ohio
$225K +$221K +1,908 New
SMC
386
Smith, Moore & Co
Missouri
$223K – – –
EFL
387
ERn Financial LLC
Wisconsin
$218K +$215K +1,851 New
HCM
388
Heathbridge Capital Management
Ontario, Canada
$216K +$213K +1,835 New
KPWS
389
Kestra Private Wealth Services
Texas
$211K +$207K +1,787 New
AWA
390
Arete Wealth Advisors
Illinois
$211K +$208K +1,793 New
VT
391
Vise Technologies
New York
$210K +$206K +1,777 New
VWA
392
V Wealth Advisors
Kansas
$207K +$203K +1,754 New
RC
393
RegentAtlantic Capital
New Jersey
$206K +$202K +1,742 New
LWAC
394
Laurel Wealth Advisors (California)
California
$202K +$199K +1,716 New
FG
395
Foster Group
Iowa
$201K +$197K +1,701 New
VFA
396
Valeo Financial Advisors
Indiana
$200K +$197K +1,698 New
MBI
397
Montrusco Bolton Investments
Quebec, Canada
$200K +$197K +1,700 New
CAPTRUST Financial Advisors
398
CAPTRUST Financial Advisors
North Carolina
$199K -$95.1K -820 -33%
Bessemer Group
399
Bessemer Group
New Jersey
$188K -$2.9K -25 -2%
CT
400
Caldwell Trust
Florida
$177K – – –