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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
PS
476
Pinney & Scofield
Massachusetts
$230K
SW
477
SkyOak Wealth
Michigan
$230K
AC
478
Aldebaran Capital
Indiana
$230K +$236K +1,700 New
OP
479
Oslo Pensjonsforsikring
$230K +$236K +1,700 New
IFG
480
Independent Financial Group
California
$229K -$139 -1 -0.1%
EFL
481
ERn Financial LLC
Wisconsin
$227K
BCM
482
Brookstone Capital Management
Illinois
$226K
TSS
483
Two Sigma Securities
New York
$225K -$67.9K -489 -23%
GI
484
GAMMA Investing
California
$223K +$5.97K +43 +3%
AGWCA
485
Annis Gardner Whiting Capital Advisors
Florida
$220K +$195K +1,400 +628%
GG
486
Greenwood Gearhart
Arkansas
$220K +$225K +1,622 New
LJAC
487
L.J. Altfest & Co
New York
$219K
OFO
488
OneAscent Family Office
Alabama
$219K -$7.92K -57 -3%
PI
489
PFG Investments
New York
$218K -$10.8K -78 -5%
IIC
490
Ironwood Investment Counsel
Arizona
$217K
PP
491
PDT Partners
New York
$217K +$222K +1,600 New
TIA
492
Trust Investment Advisors
Indiana
$215K +$1.39K +10 +0.6%
CL
493
Choreo LLC
Illinois
$214K -$29.7K -214 -12%
FWA
494
FORM Wealth Advisors
Wisconsin
$207K -$3.33K -24 -2%
KOMWMG
495
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$206K +$212K +1,523 New
GWS
496
Greykasell Wealth Strategies
California
$206K
CCM
497
Coldstream Capital Management
Washington
$203K +$209K +1,501 New
CT
498
Caldwell Trust
Florida
$203K
CI
499
Corient IA
Florida
$203K +$208K +1,500 New
SEI Investments
500
SEI Investments
Pennsylvania
$202K +$208K +1,494 New