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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CBU
451
CIBC Bancorp USA
Illinois
$271K +$278K +1,999 New
SWP
452
Stratos Wealth Partners
Ohio
$269K -$136K -976 -33%
SCM
453
Saxony Capital Management
Missouri
$267K – – –
CIA
454
Concurrent Investment Advisors
Florida
$267K +$53.5K +385 +24%
ONB
455
Old National Bancorp
Indiana
$264K -$81.8K -589 -23%
MCA
456
MSH Capital Advisors
Arizona
$264K +$3.75K +27 +1%
LC
457
Landaas & Company
Wisconsin
$260K – – –
NA
458
NewEdge Advisors
Louisiana
$255K -$105K -756 -29%
HCP
459
Hexagon Capital Partners
Arkansas
$253K +$260K +1,869 New
BP
460
Ballentine Partners
Massachusetts
$251K +$6.53K +47 +3%
LF
461
Lantz Financial
Illinois
$250K -$55.2K -397 -18%
UBS AM
462
UBS AM
Illinois
$247K +$215K +1,544 +544%
AU
463
AlphaGrep UK
$247K +$253K +1,824 New
FFG
464
Fiduciary Financial Group
California
$247K +$27.8K +200 +12%
MWPCG
465
Measured Wealth Private Client Group
New Hampshire
$245K -$2.92K -21 -1%
BCM
466
Buckhead Capital Management
Georgia
$241K -$9.73K -70 -4%
AAS
467
Ameritas Advisory Services
Nebraska
$241K -$3.06K -22 -1%
AWA
468
ARQ Wealth Advisors
Arizona
$240K +$247K +1,775 New
AWA
469
Arkadios Wealth Advisors
Georgia
$240K +$13.1K +94 +6%
PJSIMP
470
P.J. Schmidt Investment Management (PJS)
Wisconsin
$240K – – –
JSSH
471
J. Safra Sarasin Holding
$240K +$31.8K +229 +15%
CH
472
Cromwell Holdings
Wyoming
$235K – – –
KFS
473
Krane Financial Solutions
California
$235K +$241K +1,738 New
ACA
474
Affinity Capital Advisors
California
$231K +$12.6K +91 +6%
BFG
475
Beto Financial Group
Idaho
$231K – – –