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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
401
Pathway Financial Advisers
Indiana
$105K +$13.4K +142 +15%
MG
402
Mather Group
Illinois
$104K +$99.6K +1,055 New
CTC
403
Central Trust Company
Missouri
$101K
WCM
404
Winthrop Capital Management
Indiana
$98K +$3.21K +34 +3%
Walleye Trading
405
Walleye Trading
New York
$98K +$94.7K +1,003 New
AF
406
Advisornet Financial
Minnesota
$97.7K
JFA
407
JNBA Financial Advisors
Minnesota
$97.7K
TF
408
Tompkins Financial
New York
$97.7K
WT
409
Washington Trust
Rhode Island
$97.7K
HNB
410
Huntington National Bank
Ohio
$96.8K +$9.44K +100 +11%
IHWM
411
Iron Horse Wealth Management
Iowa
$95.7K
BBPWM
412
Blue Bell Private Wealth Management
Pennsylvania
$93.8K
WT
413
Whittier Trust
California
$90.5K
BWM
414
BKM Wealth Management
Wisconsin
$87.1K -$4.72K -50 -5%
JWM
415
Janiczek Wealth Management
Colorado
$84.1K
Carson Wealth (CWM LLC)
416
Carson Wealth (CWM LLC)
Nebraska
$83K +$16.3K +173 +26%
RhumbLine Advisers
417
RhumbLine Advisers
Massachusetts
$80.4K -$16.2K -172 -17%
DFA
418
DHJJ Financial Advisors
Illinois
$78.4K
BCA
419
Bray Capital Advisors
Florida
$78.1K
HCP
420
Hexagon Capital Partners
Arkansas
$74.2K +$19.4K +206 +37%
CA
421
Crewe Advisors
Utah
$69.8K +$67.5K +715 New
FFA
422
Farther Finance Advisors
California
$69.6K +$2.83K +30 +4%
WAS
423
Winch Advisory Services
Wisconsin
$62.7K +$27.6K +292 +83%
IWP
424
IAG Wealth Partners
Wisconsin
$62K +$13.1K +139 +28%
PGAM
425
Princeton Global Asset Management
New Jersey
$58.6K