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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
451
Private Trust Company
Ohio
$105K +$24K +243 +28%
RWS
452
Retirement Wealth Solutions
Wisconsin
$104K
CIAM
453
Caitong International Asset Management
Hong Kong
$102K +$106K +1,073 New
RhumbLine Advisers
454
RhumbLine Advisers
Massachusetts
$101K +$1.19K +12 +1%
MG
455
Mather Group
Illinois
$101K
WSFS
456
Wilmington Savings Fund Society
Delaware
$100K
TF
457
Tompkins Financial
New York
$95.5K
WT
458
Washington Trust
Rhode Island
$95.5K
PS
459
Principal Securities
Iowa
$94K
IHWM
460
Iron Horse Wealth Management
Iowa
$93.6K
BBPWM
461
Blue Bell Private Wealth Management
Pennsylvania
$91.7K
TCOV
462
Trust Company of Vermont
Vermont
$86.1K
MSWM
463
Mowery & Schoenfeld Wealth Management
Illinois
$86K +$89K +900 New
WT
464
Whittier Trust
California
$86K
TSMHT
465
Thurston Springer Miller Herd & Titak
Indiana
$79.7K -$2.97K -30 -3%
RI
466
Ridgewood Investments
New Jersey
$73.7K
DFA
467
DHJJ Financial Advisors
Illinois
$70.3K
CSC
468
Caldwell Sutter Capital
California
$69.8K -$14.6K -148 -17%
MPWT
469
MassMutual Private Wealth & Trust
Connecticut
$68.1K +$3.26K +33 +5%
GBT
470
Grove Bank & Trust
Florida
$67.8K +$19.8K +200 +39%
OW
471
Olistico Wealth
Oklahoma
$66.9K
GC
472
Garde Capital
Washington
$65.1K +$67.5K +682 New
FHA
473
First Horizon Advisors
Tennessee
$61.4K +$3.07K +31 +5%
MC
474
Montag & Caldwell
Georgia
$58.9K
Mitsubishi UFJ Trust & Banking
475
Mitsubishi UFJ Trust & Banking
Japan
$57.6K +$59.3K +600 New