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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
476
DHJJ Financial Advisors
Illinois
$81.4K – – –
CSC
477
Caldwell Sutter Capital
California
$81.3K +$403 +4 +0.5%
BC
478
Bayforest Capital
United Kingdom
$81.3K +$37.9K +376 +105%
GBT
479
Grove Bank & Trust
Florida
$78.5K – – –
OW
480
Olistico Wealth
Oklahoma
$77.4K – – –
GC
481
Garde Capital
Washington
$75.5K – – –
PS
482
Principal Securities
Iowa
$72K -$32K -318 -33%
MC
483
Montag & Caldwell
Georgia
$68.3K – – –
FHA
484
First Horizon Advisors
Tennessee
$67.9K -$2.92K -29 -5%
TFIPS
485
Towarzystwo Funduszy Inwestycyjnych PZU SA
$66.2K +$25.2K +250 +71%
MPWT
486
MassMutual Private Wealth & Trust
Connecticut
$64.8K -$12.8K -127 -18%
NEWAS
487
N.E.W. Advisory Services
Wisconsin
$61K -$605 -6 -1%
CTC
488
Central Trust Company
Missouri
$60.8K – – –
HT
489
Headlands Technologies
Illinois
$60.7K +$55.3K +549 New
HNB
490
Huntington National Bank
Ohio
$58.6K +$3.93K +39 +8%
EPIMS
491
Evelyn Partners Investment Management Services
$55.5K – – –
JFA
492
JNBA Financial Advisors
Minnesota
$55.3K – – –
RIL
493
Rothschild Investment LLC
Illinois
$55.1K +$504 +5 +1%
EAM
494
Erste Asset Management
Austria
$53.1K +$26.2K +260 New
CI
495
CX Institutional
Indiana
$49K – – –
CA
496
Crewe Advisors
Utah
$46.5K +$2.02K +20 +5%
TC
497
Truvestments Capital
Florida
$45.1K – – –
SIS
498
Strategic Investment Solutions
Illinois
$44.3K – – –
VFM
499
Vision Financial Markets
Connecticut
$44.3K +$20.2K +200 +100%
CAL
500
Capital Analysts LLC
Pennsylvania
$42K -$8.46K -84 -18%
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