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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
451
Greykasell Wealth Strategies
California
$168K
CT
452
Caldwell Trust
Florida
$166K
AC
453
AlphaCore Capital
California
$166K +$151K +1,500 New
CIBC Private Wealth Group
454
CIBC Private Wealth Group
Georgia
$166K -$920K -9,126 -86%
MYIA
455
Mount Yale Investment Advisors
Colorado
$159K +$145K +1,437 New
OA
456
Operose Advisors
Wisconsin
$155K +$20.6K +204 +17%
WB
457
Webster Bank
Connecticut
$155K
JEST
458
JTC Employer Solutions Trustee
Jersey
$144K
RhumbLine Advisers
459
RhumbLine Advisers
Massachusetts
$128K +$9.68K +96 +9%
PTC
460
Private Trust Company
Ohio
$123K +$1.31K +13 +1%
RWS
461
Retirement Wealth Solutions
Wisconsin
$120K
WCM
462
Winthrop Capital Management
Indiana
$120K +$110K +1,089 New
GM
463
GeoWealth Management
Illinois
$119K -$72.6K -720 -40%
JFGIW
464
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$114K +$96.9K +962 +1,415%
TF
465
Tompkins Financial
New York
$111K
HBT
466
Hills Bank & Trust
Iowa
$111K +$101K +1,000 New
IHWM
467
Iron Horse Wealth Management
Iowa
$108K
BBPWM
468
Blue Bell Private Wealth Management
Pennsylvania
$106K
TCOV
469
Trust Company of Vermont
Vermont
$99.7K
WT
470
Whittier Trust
California
$99.6K
PIM
471
Plato Investment Management
Australia
$97K +$88.7K +880 New
TSMHT
472
Thurston Springer Miller Herd & Titak
Indiana
$92.3K
RI
473
Ridgewood Investments
New Jersey
$85.4K
HPC
474
HM Payson & Co
Maine
$84.3K +$32.5K +322 +73%
WSFS
475
Wilmington Savings Fund Society
Delaware
$83.9K -$29.5K -293 -28%