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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
ONB
401
Old National Bancorp
Indiana
$243K -$1.58K -16 -0.6%
CFO
402
CVA Family Office
Colorado
$241K
TIM
403
Thompson Investment Management
Wisconsin
$241K -$23.1K -234 -8%
PAS
404
Point72 Asia (Singapore)
Singapore
$239K +$247K +2,498 New
FPAS
405
Focus Partners Advisor Solutions
Missouri
$239K +$248K +2,504 New
GC
406
Guggenheim Capital
Illinois
$239K +$248K +2,504 New
PWP
407
Perfromance Wealth Partners
Illinois
$239K
CI
408
Corient IA
Florida
$239K +$247K +2,500 New
FBFS
409
First Business Financial Services
Wisconsin
$238K +$246K +2,492 New
TC
410
TownSquare Capital
Utah
$237K +$17.3K +175 +8%
SG Americas Securities
411
SG Americas Securities
New York
$230K +$238K +2,410 New
NSIM
412
North Star Investment Management
Illinois
$228K
LFA
413
Legacy Financial Advisors
Kentucky
$228K +$236K +2,386 New
WHG
414
Westwood Holdings Group
Texas
$223K
PP
415
Patten & Patten
Tennessee
$222K
PNC
416
Park National Corp
Ohio
$222K
VFA
417
Valeo Financial Advisors
Indiana
$218K -$57.2K -578 -20%
EWA
418
EverSource Wealth Advisors
Alabama
$218K +$76K +768 +51%
IB
419
Intrust Bank
Kansas
$218K +$5.14K +52 +2%
WFI
420
West Family Investments
California
$217K
AAS
421
Annex Advisory Services
Wisconsin
$216K +$2.47K +25 +1%
Lido Advisors
422
Lido Advisors
California
$215K -$224K -2,263 -50%
TCWM
423
Total Clarity Wealth Management
Illinois
$212K
PL
424
Plancorp LLC
Missouri
$211K +$218K +2,209 New
ASN
425
Advisory Services Network
Georgia
$210K +$218K +2,203 New