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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
451
Bray Capital Advisors
Florida
$77.6K
MSWM
452
McGlone Suttner Wealth Management
Wisconsin
$76.4K +$74.5K +788 New
RI
453
Ridgewood Investments
New Jersey
$74.9K
DFA
454
DHJJ Financial Advisors
Illinois
$71.4K -$6.33K -67 -8%
TC
455
Tacita Capital
Ontario, Canada
$71.4K
OW
456
Olistico Wealth
Oklahoma
$67.9K
MPWT
457
MassMutual Private Wealth & Trust
Connecticut
$66K +$20.7K +219 +48%
MC
458
Montag & Caldwell
Georgia
$59.9K +$58.3K +617 New
FHA
459
First Horizon Advisors
Tennessee
$59.4K +$33.8K +358 +141%
PGAM
460
Princeton Global Asset Management
New Jersey
$58.2K
CTC
461
Central Trust Company
Missouri
$53.4K
GBT
462
Grove Bank & Trust
Florida
$49.5K -$5.39K -57 -10%
JFA
463
JNBA Financial Advisors
Minnesota
$48.5K
EPIMS
464
Evelyn Partners Investment Management Services
$48.5K +$47.3K +500 New
HNB
465
Huntington National Bank
Ohio
$47.7K
RIL
466
Rothschild Investment LLC
Illinois
$47.3K +$473 +5 +1%
BNP Paribas Financial Markets
467
BNP Paribas Financial Markets
France
$42.6K -$342K -3,618 -89%
SIS
468
Strategic Investment Solutions
Illinois
$39.6K
CAL
469
Capital Analysts LLC
Pennsylvania
$39K +$284 +3 +0.7%
CA
470
Crewe Advisors
Utah
$38.8K
DF
471
Dunhill Financial
United Kingdom
$38.8K +$37.8K +400 New
VFM
472
Vision Financial Markets
Connecticut
$38.8K +$37.8K +400 New
TFIPS
473
Towarzystwo Funduszy Inwestycyjnych PZU SA
$34K +$7.56K +80 +30%
WAS
474
Winch Advisory Services
Wisconsin
$34K
PFA
475
Pathway Financial Advisers
Indiana
$33K -$2.85M -30,113 -99%