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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
451
Krane Financial Solutions
California
$307K – – –
VWM
452
Venturi Wealth Management
Texas
$303K +$269K +1,714 New
PI
453
PFG Investments
New York
$302K +$15.2K +97 +6%
ACA
454
Affinity Capital Advisors
California
$301K – – –
MAM
455
Madison Asset Management
Wisconsin
$301K – – –
AC
456
Aldebaran Capital
Indiana
$300K – – –
PS
457
Pinney & Scofield
Massachusetts
$300K – – –
SW
458
SkyOak Wealth
Michigan
$300K – – –
RIG
459
RiverFront Investment Group
Virginia
$300K +$267K +1,700 New
OP
460
Oslo Pensjonsforsikring
$300K – – –
SEI Investments
461
SEI Investments
Pennsylvania
$299K +$31K +197 +13%
IFG
462
Independent Financial Group
California
$299K – – –
BCM
463
Brookstone Capital Management
Illinois
$295K – – –
NI
464
Natural Investments
California
$287K +$256K +1,627 New
AGWCA
465
Annis Gardner Whiting Capital Advisors
Florida
$287K – – –
CAMG
466
CWA Asset Management Group
Florida
$287K +$255K +1,623 New
LJAC
467
L.J. Altfest & Co
New York
$286K – – –
OA
468
Operose Advisors
Wisconsin
$284K +$252K +1,606 New
IIC
469
Ironwood Investment Counsel
Arizona
$284K – – –
PP
470
PDT Partners
New York
$283K – – –
TIA
471
Trust Investment Advisors
Indiana
$282K +$1.42K +9 +0.6%
CCIA
472
Campbell & Co Investment Adviser
Maryland
$278K -$2.26M -14,374 -90%
AMCA
473
Arthur M. Cohen & Associates
Illinois
$278K +$248K +1,575 New
NA
474
NewEdge Advisors
Louisiana
$276K -$50.3K -320 -17%
MWPCG
475
Measured Wealth Private Client Group
New Hampshire
$275K -$39.6K -252 -14%