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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
JEST
426
JTC Employer Solutions Trustee
Jersey
$137K +$124K +1,317 +474%
WB
427
Webster Bank
Connecticut
$136K
CJL
428
Cyrus J. Lawrence
New York
$135K
QCG
429
Quadrant Capital Group
Ohio
$129K -$567 -6 -0.4%
BCWM
430
Bartlett & Co Wealth Management
Ohio
$129K
CWM
431
Compass Wealth Management
Connecticut
$120K
FFA
432
Farther Finance Advisors
California
$114K +$6.99K +74 +7%
GM
433
GeoWealth Management
Illinois
$112K +$104K +1,101 +2,039%
RWS
434
Retirement Wealth Solutions
Wisconsin
$106K +$103K +1,086 New
WCM
435
Winthrop Capital Management
Indiana
$103K
MG
436
Mather Group
Illinois
$102K
WSFS
437
Wilmington Savings Fund Society
Delaware
$102K +$52.1K +551 +110%
RhumbLine Advisers
438
RhumbLine Advisers
Massachusetts
$102K +$13.8K +146 +16%
HCP
439
Hexagon Capital Partners
Arkansas
$102K +$25.8K +273 +35%
GRP
440
Global Retirement Partners
California
$101K +$62.5K +661 +172%
TF
441
Tompkins Financial
New York
$97K
WT
442
Washington Trust
Rhode Island
$97K
IHWM
443
Iron Horse Wealth Management
Iowa
$95.1K
PS
444
Principal Securities
Iowa
$94K +$59K +624 +181%
BBPWM
445
Blue Bell Private Wealth Management
Pennsylvania
$93.2K
TCOV
446
Trust Company of Vermont
Vermont
$87.4K -$257K -2,717 -75%
WT
447
Whittier Trust
California
$87.3K -$18.1K -192 -18%
CSC
448
Caldwell Sutter Capital
California
$85.3K +$2.55K +27 +3%
TSMHT
449
Thurston Springer Miller Herd & Titak
Indiana
$83.8K -$10.1K -107 -11%
PTC
450
Private Trust Company
Ohio
$83.3K +$57.7K +610 +246%