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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
426
Saxony Capital Management
Missouri
$257K
LC
427
Landaas & Company
Wisconsin
$252K +$2.25K +19 +1%
MCA
428
MSH Capital Advisors
Arizona
$251K
AFW
429
Atlantic Family Wealth
Florida
$248K
Lazard Asset Management
430
Lazard Asset Management
New York
$247K +$225K +1,897 New
CFG
431
Carter Financial Group
Illinois
$244K +$222K +1,876 New
AWM
432
Aprio Wealth Management
Georgia
$244K +$222K +1,871 New
KCM
433
Kathmere Capital Management
Pennsylvania
$243K +$221K +1,866 New
Susquehanna International Group
434
Susquehanna International Group
Pennsylvania
$238K -$86.7K -732 -29%
SAI
435
Savvy Advisors Inc
New York
$238K -$4.26K -36 -2%
IFG
436
Independent Financial Group
California
$237K +$216K +1,821 New
WI
437
WrapManager Inc
California
$236K +$215K +1,813 New
QI
438
Qtron Investments
Massachusetts
$236K +$214K +1,807 New
CFO
439
Callan Family Office
Pennsylvania
$233K +$212K +1,787 New
BP
440
Ballentine Partners
Massachusetts
$232K +$211K +1,780 New
CCP
441
Clarkston Capital Partners
Michigan
$231K +$210K +1,775 New
PJSIMP
442
P.J. Schmidt Investment Management (PJS)
Wisconsin
$231K +$210K +1,775 New
BCM
443
Buckhead Capital Management
Georgia
$228K +$207K +1,750 New
CH
444
Cromwell Holdings
Wyoming
$227K
AAP
445
Arax Advisory Partners
Colorado
$223K +$199K +1,685 +5,617%
MAM
446
Madison Asset Management
Wisconsin
$222K +$202K +1,702 New
Two Sigma Advisers
447
Two Sigma Advisers
New York
$221K -$3.61M -30,498 -95%
PS
448
Pinney & Scofield
Massachusetts
$221K
TCA
449
Trifecta Capital Advisors
Illinois
$221K
SW
450
SkyOak Wealth
Michigan
$221K +$201K +1,700 New