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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Compass Wealth Management
Connecticut
$54.4K +$55.5K +600 New
PGAM
402
Princeton Global Asset Management
New Jersey
$54K
NA
403
NewEdge Advisors
Louisiana
$51.3K +$69.2K +748 New
DSC
404
Duncker Streett & Co
Missouri
$47.7K
BTI
405
Blue Trust Inc
Georgia
$46K +$926 +10 +2%
GBT
406
Grove Bank & Trust
Florida
$46K +$47.2K +510 New
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$45K +$4.54K +49 +11%
CAL
408
Capital Analysts LLC
Pennsylvania
$40K +$185 +2 +0.5%
RCM
409
Ravenstone Capital Management
$39.9K
SCA
410
Stonebridge Capital Advisors
Minnesota
$39.8K +$31.4K +339 +339%
GWS
411
Glassman Wealth Services
Virginia
$37.8K +$7.78K +84 +25%
PTC
412
Private Trust Company
Ohio
$32K
WAS
413
Winch Advisory Services
Wisconsin
$32K
CLOS
414
Compagnie Lombard Odier SCmA
Switzerland
$31K
ZB
415
Zions Bancorporation
Utah
$28.7K
BAM
416
Belpointe Asset Management
Nevada
$28.5K +$29.2K +315 New
BCV
417
Banque Cantonale Vaudoise
Switzerland
$27K
GRP
418
Global Retirement Partners
California
$26.4K -$1.2K -13 -4%
JMF
419
Johnson Midwest Financial
Iowa
$26K
HCP
420
Hexagon Capital Partners
Arkansas
$25.5K -$11.2K -121 -30%
FMP
421
Financial Management Professionals
Texas
$24K -$1.11K -12 -4%
Daiwa Securities Group
422
Daiwa Securities Group
Japan
$23K -$8.33K -90 -26%
WOSD
423
WFA of San Diego
California
$22.6K +$23.1K +250 New
Citadel Advisors
424
Citadel Advisors
Florida
$22.2K -$380K -4,102 -94%
CFGS
425
Concourse Financial Group Securities
Alabama
$21.7K