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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
401
Capital Analysts LLC
Pennsylvania
$40K +$285 +3 +0.7%
RCM
402
Ravenstone Capital Management
$39.2K – – –
SCA
403
Stonebridge Capital Advisors
Minnesota
$39.1K – – –
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$39K -$5.03K -53 -11%
GWS
405
Glassman Wealth Services
Virginia
$38.5K +$1.42K +15 +4%
SIS
406
Strategic Investment Solutions
Illinois
$35.6K +$38K +400 New
BTI
407
Blue Trust Inc
Georgia
$35K -$12.9K -136 -26%
PTC
408
Private Trust Company
Ohio
$31.2K – – –
WAS
409
Winch Advisory Services
Wisconsin
$31K – – –
CLOS
410
Compagnie Lombard Odier SCmA
Switzerland
$30.2K – – –
BAM
411
Belpointe Asset Management
Nevada
$28.1K – – –
TRCT
412
Tower Research Capital (TRC)
New York
$28K -$436K -4,593 -94%
ZB
413
Zions Bancorporation
Utah
$27.3K -$1.04K -11 -3%
BCV
414
Banque Cantonale Vaudoise
Switzerland
$27K – – –
JMF
415
Johnson Midwest Financial
Iowa
$25.5K – – –
HCP
416
Hexagon Capital Partners
Arkansas
$23.5K -$1.71K -18 -6%
Daiwa Securities Group
417
Daiwa Securities Group
Japan
$22K – – –
CFGS
418
Concourse Financial Group Securities
Alabama
$21.4K – – –
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$20.9K +$2.09K +22 +10%
HFM
420
Harvest Fund Management
China
$20K – – –
FA
421
Financial Avengers
California
$19K – – –
BF
422
BOK Financial
Oklahoma
$16.8K +$17.8K +188 New
GRP
423
Global Retirement Partners
California
$16.5K -$9.58K -101 -35%
NA
424
NewEdge Advisors
Louisiana
$16.3K -$53.6K -565 -76%
WAM
425
WFA Asset Management
Wisconsin
$16.1K – – –