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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
401
Princeton Global Asset Management
New Jersey
$54K – – –
NA
402
NewEdge Advisors
Louisiana
$51.3K +$69.2K +748 New
DSC
403
Duncker Streett & Co
Missouri
$47.7K – – –
BTI
404
Blue Trust Inc
Georgia
$46K +$926 +10 +2%
GBT
405
Grove Bank & Trust
Florida
$46K +$47.2K +510 New
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$45K +$4.54K +49 +11%
CAL
407
Capital Analysts LLC
Pennsylvania
$40K +$185 +2 +0.5%
RCM
408
Ravenstone Capital Management
$39.9K – – –
SCA
409
Stonebridge Capital Advisors
Minnesota
$39.8K +$31.4K +339 +339%
GWS
410
Glassman Wealth Services
Virginia
$37.8K +$7.78K +84 +25%
PTC
411
Private Trust Company
Ohio
$32K – – –
WAS
412
Winch Advisory Services
Wisconsin
$32K – – –
CLOS
413
Compagnie Lombard Odier SCmA
Switzerland
$31K – – –
ZB
414
Zions Bancorporation
Utah
$28.7K – – –
BAM
415
Belpointe Asset Management
Nevada
$28.5K +$29.2K +315 New
BCV
416
Banque Cantonale Vaudoise
Switzerland
$27K – – –
GRP
417
Global Retirement Partners
California
$26.4K -$1.2K -13 -4%
JMF
418
Johnson Midwest Financial
Iowa
$26K – – –
HCP
419
Hexagon Capital Partners
Arkansas
$25.5K -$11.2K -121 -30%
FMP
420
Financial Management Professionals
Texas
$24K -$1.11K -12 -4%
Daiwa Securities Group
421
Daiwa Securities Group
Japan
$23K -$8.33K -90 -26%
WOSD
422
WFA of San Diego
California
$22.6K +$23.1K +250 New
Citadel Advisors
423
Citadel Advisors
Florida
$22.2K -$380K -4,102 -94%
CFGS
424
Concourse Financial Group Securities
Alabama
$21.7K – – –
HFM
425
Harvest Fund Management
China
$20K -$117K -1,264 -85%