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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
BIM
376
Bridges Investment Management
Nebraska
$236K
PWPS
377
Pinnacle Wealth Planning Services
Ohio
$236K +$232K +1,999 New
LWM
378
Laidlaw Wealth Management
New York
$233K +$229K +1,974 New
CRC
379
Curi RMB Capital
Illinois
$232K
AAS
380
Avantax Advisory Services
Texas
$228K +$5.33K +46 +2%
PWLP
381
Prio Wealth Limited Partnership
Massachusetts
$226K -$27K -233 -11%
EIG
382
Ellenbecker Investment Group
Wisconsin
$226K -$696 -6 -0.3%
BCM
383
Buckhead Capital Management
Georgia
$225K
SFA
384
Sequoia Financial Advisors
Ohio
$225K +$221K +1,908 New
SMC
385
Smith, Moore & Co
Missouri
$223K
EFL
386
ERn Financial LLC
Wisconsin
$218K +$215K +1,851 New
HCM
387
Heathbridge Capital Management
Ontario, Canada
$216K +$213K +1,835 New
KPWS
388
Kestra Private Wealth Services
Texas
$211K +$207K +1,787 New
AWA
389
Arete Wealth Advisors
Illinois
$211K +$208K +1,793 New
VT
390
Vise Technologies
New York
$210K +$206K +1,777 New
VWA
391
V Wealth Advisors
Kansas
$207K +$203K +1,754 New
RC
392
RegentAtlantic Capital
New Jersey
$206K +$202K +1,742 New
LWAC
393
Laurel Wealth Advisors (California)
California
$202K +$199K +1,716 New
FG
394
Foster Group
Iowa
$201K +$197K +1,701 New
VFA
395
Valeo Financial Advisors
Indiana
$200K +$197K +1,698 New
MBI
396
Montrusco Bolton Investments
Quebec, Canada
$200K +$197K +1,700 New
CAPTRUST Financial Advisors
397
CAPTRUST Financial Advisors
North Carolina
$199K -$95.1K -820 -33%
Bessemer Group
398
Bessemer Group
New Jersey
$188K -$2.9K -25 -2%
CT
399
Caldwell Trust
Florida
$177K
SPIA
400
Steward Partners Investment Advisory
New York
$170K +$5.22K +45 +3%