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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
476
PFG Private Wealth Management
Florida
$3K – – –
SWM
477
Sugarloaf Wealth Management
Georgia
$3K – – –
WPWM
478
Western Pacific Wealth Management
Illinois
$3K – – –
CI
479
CX Institutional
Indiana
$3K +$3.51K +33 New
EW
480
Evoke Wealth
California
$2K – – –
HFA
481
HC Financial Advisors
California
$2K – – –
SSB
482
Sandy Spring Bank
Maryland
$2K – – –
FHA
483
First Horizon Advisors
Tennessee
$2K +$2.55K +24 +600%
RWM
484
Raffa Wealth Management
District of Columbia
$1.25K – – –
BWM
485
Baystate Wealth Management
Massachusetts
$1K – – –
CA
486
CoreCap Advisors
Michigan
$1K +$1.27K +12 New
WIM
487
Westside Investment Management
California
$14 – – –
BCM
488
Barometer Capital Management
Ontario, Canada
– -$29.2M -200,403 Closed
CH
489
CVI Holdings
Delaware
– -$12.2M -103,700 Closed
WCA
490
Waratah Capital Advisors
Ontario, Canada
– -$9.13M -77,602 Closed
KPF
491
K2 Principal Fund
Ontario, Canada
– -$8.98M -76,100 Closed
JAM
492
JCIC Asset Management
Ontario, Canada
– -$7.56M -64,268 Closed
EP
493
Edgestream Partners
New Jersey
– -$5.23M -44,329 Closed
Qube Research & Technologies (QRT)
494
Qube Research & Technologies (QRT)
United Kingdom
– -$4.12M -34,907 Closed
LSV Asset Management
495
LSV Asset Management
Illinois
– -$1.95M -16,500 Closed
SLAM
496
Swiss Life Asset Management
– -$1.76M -14,930 Closed
EFI
497
EHP Funds Inc
Canada
– -$1.33M -11,280 Closed
PFS
498
Prospera Financial Services
Texas
– -$964K -8,175 Closed
CW
499
Connectus Wealth
Ohio
– -$814K -7,537 Closed
CWM
500
Cordatus Wealth Management
Pennsylvania
– -$887K -7,522 Closed