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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
451
Stratos Wealth Partners
Ohio
$269K -$136K -976 -33%
SCM
452
Saxony Capital Management
Missouri
$267K
CIA
453
Concurrent Investment Advisors
Florida
$267K +$53.5K +385 +24%
ONB
454
Old National Bancorp
Indiana
$264K -$81.8K -589 -23%
MCA
455
MSH Capital Advisors
Arizona
$264K +$3.75K +27 +1%
LC
456
Landaas & Company
Wisconsin
$260K
NA
457
NewEdge Advisors
Louisiana
$255K -$105K -756 -29%
HCP
458
Hexagon Capital Partners
Arkansas
$253K +$260K +1,869 New
BP
459
Ballentine Partners
Massachusetts
$251K +$6.53K +47 +3%
LF
460
Lantz Financial
Illinois
$250K -$55.2K -397 -18%
UBS AM
461
UBS AM
Illinois
$247K +$215K +1,544 +544%
AU
462
AlphaGrep UK
$247K +$253K +1,824 New
FFG
463
Fiduciary Financial Group
California
$247K +$27.8K +200 +12%
MWPCG
464
Measured Wealth Private Client Group
New Hampshire
$245K -$2.92K -21 -1%
BCM
465
Buckhead Capital Management
Georgia
$241K -$9.73K -70 -4%
AAS
466
Ameritas Advisory Services
Nebraska
$241K -$3.06K -22 -1%
AWA
467
ARQ Wealth Advisors
Arizona
$240K +$247K +1,775 New
AWA
468
Arkadios Wealth Advisors
Georgia
$240K +$13.1K +94 +6%
PJSIMP
469
P.J. Schmidt Investment Management (PJS)
Wisconsin
$240K
JSSH
470
J. Safra Sarasin Holding
$240K +$31.8K +229 +15%
CH
471
Cromwell Holdings
Wyoming
$235K
KFS
472
Krane Financial Solutions
California
$235K +$241K +1,738 New
ACA
473
Affinity Capital Advisors
California
$231K +$12.6K +91 +6%
BFG
474
Beto Financial Group
Idaho
$231K
MAM
475
Madison Asset Management
Wisconsin
$230K