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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CSC
401
Caldwell Sutter Capital
California
$116K +$3.3K +35 +3%
GAM
402
Groupama Asset Management
France
$109K +$105K +1,111 New
HBT
403
Hills Bank & Trust
Iowa
$108K +$104K +1,104 New
PFA
404
Pathway Financial Advisers
Indiana
$105K +$13.4K +142 +15%
MG
405
Mather Group
Illinois
$104K +$99.6K +1,055 New
CTC
406
Central Trust Company
Missouri
$101K – – –
WCM
407
Winthrop Capital Management
Indiana
$98K +$3.21K +34 +3%
Walleye Trading
408
Walleye Trading
New York
$98K +$94.7K +1,003 New
AF
409
Advisornet Financial
Minnesota
$97.7K – – –
JFA
410
JNBA Financial Advisors
Minnesota
$97.7K – – –
TF
411
Tompkins Financial
New York
$97.7K – – –
WT
412
Washington Trust
Rhode Island
$97.7K – – –
HNB
413
Huntington National Bank
Ohio
$96.8K +$9.44K +100 +11%
IHWM
414
Iron Horse Wealth Management
Iowa
$95.7K – – –
BBPWM
415
Blue Bell Private Wealth Management
Pennsylvania
$93.8K – – –
WT
416
Whittier Trust
California
$90.5K – – –
BWM
417
BKM Wealth Management
Wisconsin
$87.1K -$4.72K -50 -5%
JWM
418
Janiczek Wealth Management
Colorado
$84.1K – – –
Carson Wealth (CWM LLC)
419
Carson Wealth (CWM LLC)
Nebraska
$83K +$16.3K +173 +26%
RhumbLine Advisers
420
RhumbLine Advisers
Massachusetts
$80.4K -$16.2K -172 -17%
DFA
421
DHJJ Financial Advisors
Illinois
$78.4K – – –
BCA
422
Bray Capital Advisors
Florida
$78.1K – – –
HCP
423
Hexagon Capital Partners
Arkansas
$74.2K +$19.4K +206 +37%
CA
424
Crewe Advisors
Utah
$69.8K +$67.5K +715 New
FFA
425
Farther Finance Advisors
California
$69.6K +$2.83K +30 +4%