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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
451
Global Retirement Partners
California
$250K +$53.3K +421 +28%
LC
452
Landaas & Company
Wisconsin
$249K -$2.41K -19 -1%
SIA
453
SkyView Investment Advisors
New Jersey
$244K -$91.3K -721 -28%
SAI
454
Savvy Advisors Inc
New York
$243K +$4.94K +39 +2%
BCM
455
Buckhead Capital Management
Georgia
$241K +$13.2K +104 +6%
MWPCG
456
Measured Wealth Private Client Group
New Hampshire
$237K +$232K +1,829 New
QI
457
Qtron Investments
Massachusetts
$235K – – –
BP
458
Ballentine Partners
Massachusetts
$234K +$3.17K +25 +1%
CL
459
Choreo LLC
Illinois
$234K -$119K -941 -34%
AAS
460
Ameritas Advisory Services
Nebraska
$234K -$63.1K -498 -22%
CCP
461
Clarkston Capital Partners
Michigan
$230K – – –
PJSIMP
462
P.J. Schmidt Investment Management (PJS)
Wisconsin
$230K -$253 -2 -0.1%
MWM
463
Modern Wealth Management
Kansas
$227K +$221K +1,748 New
CH
464
Cromwell Holdings
Wyoming
$226K – – –
SRL
465
Scientech Research LLC
New Jersey
$226K +$220K +1,739 New
MAM
466
Madison Asset Management
Wisconsin
$221K – – –
PS
467
Pinney & Scofield
Massachusetts
$221K – – –
SW
468
SkyOak Wealth
Michigan
$221K – – –
IFG
469
Independent Financial Group
California
$219K -$16.5K -130 -7%
PI
470
PFG Investments
New York
$219K +$1.14K +9 +0.5%
AWA
471
Arkadios Wealth Advisors
Georgia
$218K -$2.03K -16 -0.9%
EFL
472
ERn Financial LLC
Wisconsin
$218K – – –
SW
473
SlateStone Wealth
Florida
$218K – – –
OFO
474
OneAscent Family Office
Alabama
$217K +$212K +1,672 New
BCM
475
Brookstone Capital Management
Illinois
$217K +$2.66K +21 +1%
17 18
19
20 21