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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
426
Bogart Wealth LLC
Virginia
$210K
CCA
427
Cobblestone Capital Advisors
New York
$210K
GT
428
Greenleaf Trust
Michigan
$209K +$217K +2,190 New
CL
429
Choreo LLC
Illinois
$208K +$4.95K +50 +2%
TA
430
Townsend & Associates
Colorado
$205K
IRC
431
Investors Research Corp
Georgia
$201K +$6.43K +65 +3%
AFP
432
Ausdal Financial Partners
Iowa
$200K
FA
433
FDx Advisors
Illinois
$200K
BNP Paribas Financial Markets
434
BNP Paribas Financial Markets
France
$197K +$161K +1,628 +371%
NB
435
NBT Bank
New York
$192K -$4.33M -43,824 -96%
SS
436
SBI Securities
Japan
$176K +$35.1K +355 +24%
GM
437
GeoWealth Management
Illinois
$172K +$63.6K +643 +56%
CH
438
Cromwell Holdings
Wyoming
$166K
AF
439
Allworth Financial
California
$166K +$2.97K +30 +2%
TCA
440
Trifecta Capital Advisors
Illinois
$162K -$59.3K -600 -26%
PS
441
Pinney & Scofield
Massachusetts
$162K
GI
442
GAMMA Investing
California
$150K
GWS
443
Greykasell Wealth Strategies
California
$145K +$150K +1,521 New
CT
444
Caldwell Trust
Florida
$143K
JEST
445
JTC Employer Solutions Trustee
Jersey
$138K
WB
446
Webster Bank
Connecticut
$134K
SIM
447
Studio Investment Management
Illinois
$132K -$10.2K -103 -7%
CWM
448
Compass Wealth Management
Connecticut
$118K
OA
449
Operose Advisors
Wisconsin
$115K -$108K -1,093 -48%
HCP
450
Hexagon Capital Partners
Arkansas
$108K +$8.01K +81 +8%