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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
451
Landaas & Company
Wisconsin
$249K -$2.41K -19 -1%
SIA
452
SkyView Investment Advisors
New Jersey
$244K -$91.3K -721 -28%
SAI
453
Savvy Advisors Inc
New York
$243K +$4.94K +39 +2%
BCM
454
Buckhead Capital Management
Georgia
$241K +$13.2K +104 +6%
MWPCG
455
Measured Wealth Private Client Group
New Hampshire
$237K +$232K +1,829 New
QI
456
Qtron Investments
Massachusetts
$235K – – –
BP
457
Ballentine Partners
Massachusetts
$234K +$3.17K +25 +1%
CL
458
Choreo LLC
Illinois
$234K -$119K -941 -34%
AAS
459
Ameritas Advisory Services
Nebraska
$234K -$63.1K -498 -22%
CCP
460
Clarkston Capital Partners
Michigan
$230K – – –
PJSIMP
461
P.J. Schmidt Investment Management (PJS)
Wisconsin
$230K -$253 -2 -0.1%
MWM
462
Modern Wealth Management
Kansas
$227K +$221K +1,748 New
CH
463
Cromwell Holdings
Wyoming
$226K – – –
SRL
464
Scientech Research LLC
New Jersey
$226K +$220K +1,739 New
MAM
465
Madison Asset Management
Wisconsin
$221K – – –
PS
466
Pinney & Scofield
Massachusetts
$221K – – –
SW
467
SkyOak Wealth
Michigan
$221K – – –
IFG
468
Independent Financial Group
California
$219K -$16.5K -130 -7%
PI
469
PFG Investments
New York
$219K +$1.14K +9 +0.5%
AWA
470
Arkadios Wealth Advisors
Georgia
$218K -$2.03K -16 -0.9%
EFL
471
ERn Financial LLC
Wisconsin
$218K – – –
SW
472
SlateStone Wealth
Florida
$218K – – –
OFO
473
OneAscent Family Office
Alabama
$217K +$212K +1,672 New
BCM
474
Brookstone Capital Management
Illinois
$217K +$2.66K +21 +1%
SI
475
Seeds Investor
New York
$213K +$1.01K +8 +0.5%
17 18
19
20 21