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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
476
Greykasell Wealth Strategies
California
$269K
ECM
477
ExodusPoint Capital Management
New York
$269K +$239K +1,520 New
CT
478
Caldwell Trust
Florida
$265K
KAS
479
KPP Advisory Services
Kentucky
$261K +$232K +1,476 New
GT
480
Greenleaf Trust
Michigan
$260K +$231K +1,471 New
TL
481
Tradewinds LLC
North Carolina
$258K +$26.1K +166 New
MA
482
Mutual Advisors
Nebraska
$256K +$228K +1,448 New
EWM
483
Empirical Wealth Management
Washington
$252K +$224K +1,426 New
CWA
484
Continuum Wealth Advisors
New York
$252K +$224K +1,424 New
ATC
485
Argent Trust Co
Tennessee
$250K -$93.5K -595 -30%
WB
486
Webster Bank
Connecticut
$247K
WPA
487
Winning Points Advisors
Florida
$247K +$220K +1,400 New
MWA
488
Medallion Wealth Advisors
Connecticut
$245K -$183K -1,166 -46%
BG
489
Bahl & Gaynor
Ohio
$245K +$218K +1,385 New
CFG
490
Citizens Financial Group
Rhode Island
$243K +$216K +1,375 New
AWA
491
Arkadios Wealth Advisors
Georgia
$243K -$63.2K -402 -23%
LA
492
LVW Advisors
New York
$242K +$215K +1,367 New
FWA
493
FORM Wealth Advisors
Wisconsin
$241K -$25.9K -165 -11%
RA
494
Riversedge Advisors
Delaware
$240K +$214K +1,361 New
GA
495
Goldstein Advisors
Wisconsin
$238K +$212K +1,348 New
CL
496
Choreo LLC
Illinois
$237K -$37.4K -238 -15%
CF
497
Canoe Financial
Alberta, Canada
$236K -$16.7K -106 -7%
RhumbLine Advisers
498
RhumbLine Advisers
Massachusetts
$233K +$41.3K +263 +25%
LAM
499
LOM Asset Management
$233K
ODA
500
One Degree Advisors
California
$232K +$205K +1,307 New