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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
SI
476
Seeds Investor
New York
$213K +$1.01K +8 +0.5%
FFG
477
Fiduciary Financial Group
California
$211K +$206K +1,623 New
LJAC
478
L.J. Altfest & Co
New York
$210K – – –
ACA
479
Affinity Capital Advisors
California
$210K – – –
BFG
480
Beto Financial Group
Idaho
$210K +$192K +1,514 New
IIC
481
Ironwood Investment Counsel
Arizona
$208K -$10.1K -80 -5%
GI
482
GAMMA Investing
California
$208K – – –
CIA
483
Concurrent Investment Advisors
Florida
$206K +$201K +1,590 New
TIA
484
Trust Investment Advisors
Indiana
$205K +$1.27K +10 +0.6%
AFW
485
Atlantic Family Wealth
Florida
$204K -$42.9K -339 -18%
FWA
486
FORM Wealth Advisors
Wisconsin
$201K +$196K +1,551 New
JSSH
487
J. Safra Sarasin Holding
$201K +$196K +1,545 New
GWS
488
Greykasell Wealth Strategies
California
$197K – – –
CT
489
Caldwell Trust
Florida
$195K – – –
WB
490
Webster Bank
Connecticut
$182K – – –
MCM
491
Manchester Capital Management
Vermont
$180K +$85.2K +673 +94%
AAP
492
Arax Advisory Partners
Colorado
$176K -$45.2K -357 -21%
MR
493
Munich Reinsurance
$175K +$169K +1,337 New
Bank Julius Baer & Co
494
Bank Julius Baer & Co
Switzerland
$169K +$165K +1,303 New
LAM
495
LOM Asset Management
$166K +$118K +930 New
CIAM
496
Caitong International Asset Management
Hong Kong
$163K +$88.9K +702 +127%
Parallax Volatility Advisers
497
Parallax Volatility Advisers
California
$162K +$158K +1,250 New
JEST
498
JTC Employer Solutions Trustee
Jersey
$154K +$14.2K +112 +7%
TIM
499
Thompson Investment Management
Wisconsin
$146K -$13.5K -107 -9%
WCM
500
Winthrop Capital Management
Indiana
$143K +$140K +1,105 New