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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
476
Fiduciary Financial Group
California
$211K +$206K +1,623 New
LJAC
477
L.J. Altfest & Co
New York
$210K
ACA
478
Affinity Capital Advisors
California
$210K
BFG
479
Beto Financial Group
Idaho
$210K +$192K +1,514 New
IIC
480
Ironwood Investment Counsel
Arizona
$208K -$10.1K -80 -5%
GI
481
GAMMA Investing
California
$208K
CIA
482
Concurrent Investment Advisors
Florida
$206K +$201K +1,590 New
TIA
483
Trust Investment Advisors
Indiana
$205K +$1.27K +10 +0.6%
AFW
484
Atlantic Family Wealth
Florida
$204K -$42.9K -339 -18%
FWA
485
FORM Wealth Advisors
Wisconsin
$201K +$196K +1,551 New
JSSH
486
J. Safra Sarasin Holding
$201K +$196K +1,545 New
GWS
487
Greykasell Wealth Strategies
California
$197K
CT
488
Caldwell Trust
Florida
$195K
WB
489
Webster Bank
Connecticut
$182K
MCM
490
Manchester Capital Management
Vermont
$180K +$85.2K +673 +94%
AAP
491
Arax Advisory Partners
Colorado
$176K -$45.2K -357 -21%
MR
492
Munich Reinsurance
$175K +$169K +1,337 New
Bank Julius Baer & Co
493
Bank Julius Baer & Co
Switzerland
$169K +$165K +1,303 New
LAM
494
LOM Asset Management
$166K +$118K +930 New
CIAM
495
Caitong International Asset Management
Hong Kong
$163K +$88.9K +702 +127%
Parallax Volatility Advisers
496
Parallax Volatility Advisers
California
$162K +$158K +1,250 New
JEST
497
JTC Employer Solutions Trustee
Jersey
$154K +$14.2K +112 +7%
TIM
498
Thompson Investment Management
Wisconsin
$146K -$13.5K -107 -9%
WCM
499
Winthrop Capital Management
Indiana
$143K +$140K +1,105 New
OA
500
Operose Advisors
Wisconsin
$142K +$57K +450 +70%