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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
476
Mather Group
Illinois
$137K +$125K +1,055 New
JFGIW
477
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$131K -$2.84K -24 -2%
HBT
478
Hills Bank & Trust
Iowa
$130K – – –
TF
479
Tompkins Financial
New York
$130K – – –
BBPWM
480
Blue Bell Private Wealth Management
Pennsylvania
$125K – – –
TCOV
481
Trust Company of Vermont
Vermont
$117K – – –
PIM
482
Plato Investment Management
Australia
$114K – – –
HPC
483
HM Payson & Co
Maine
$99.3K – – –
CI
484
CX Institutional
Indiana
$97K +$35.8K +302 +68%
DFA
485
DHJJ Financial Advisors
Illinois
$95.9K – – –
CSPIA
486
Cary Street Partners Investment Advisory
Virginia
$95.6K +$53.9K +455 +163%
MCM
487
Manchester Capital Management
Vermont
$93K +$84.5K +714 New
GBT
488
Grove Bank & Trust
Florida
$92.5K – – –
VEA
489
Virtus ETF Advisers
New York
$90.7K +$59.2K +500 New
OA
490
Operose Advisors
Wisconsin
$83.8K -$90.1K -761 -54%
CSC
491
Caldwell Sutter Capital
California
$82.2K -$12.3K -104 -14%
MPWT
492
MassMutual Private Wealth & Trust
Connecticut
$81K +$4.26K +36 +6%
PS
493
Principal Securities
Iowa
$80.2K -$4.14K -35 -5%
TFIPS
494
Towarzystwo Funduszy Inwestycyjnych PZU SA
$79K +$710 +6 +1%
CTC
495
Central Trust Company
Missouri
$75K +$3.08K +26 +5%
CIAM
496
Caitong International Asset Management
Hong Kong
$72.2K +$50.1K +423 +323%
NEWAS
497
N.E.W. Advisory Services
Wisconsin
$71.8K – – –
HNB
498
Huntington National Bank
Ohio
$67.3K -$1.54K -13 -2%
RIL
499
Rothschild Investment LLC
Illinois
$65.5K +$592 +5 +1%
EPIMS
500
Evelyn Partners Investment Management Services
$65.1K – – –
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