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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
501
RhumbLine Advisers
Massachusetts
$233K +$41.3K +263 +25%
LAM
502
LOM Asset Management
$233K – – –
ODA
503
One Degree Advisors
California
$232K +$205K +1,307 New
BBA
504
Braun-Bostich & Associates
Pennsylvania
$231K +$206K +1,308 New
MCM
505
Manchester Capital Management
Vermont
$231K -$12.9K -82 -6%
Bank Julius Baer & Co
506
Bank Julius Baer & Co
Switzerland
$230K +$472 +3 +0.2%
YCM
507
Yousif Capital Management
Michigan
$230K -$747K -4,752 -79%
CCM
508
Coldstream Capital Management
Washington
$228K -$33.2K -211 -14%
KMWM
509
Keudell/Morrison Wealth Management
Oregon
$227K -$168K -1,070 -45%
WANY
510
Wealthspire Advisors (New York)
New York
$225K +$200K +1,273 New
SG
511
StoneX Group
New York
$225K +$211K +1,340 New
GWP
512
Gateway Wealth Partners
Wisconsin
$220K -$317K -2,017 -62%
CIA
513
Concurrent Investment Advisors
Florida
$220K -$115K -732 -37%
WA
514
Waverly Advisors
Alabama
$220K +$195K +1,243 New
CWM
515
Compass Wealth Management
Connecticut
$219K +$195K +1,240 New
MGIA
516
Moneta Group Investment Advisors
Missouri
$219K +$194K +1,237 New
ACL
517
Applied Capital LLC
Florida
$215K +$191K +1,215 New
KWA
518
Kingswood Wealth Advisors
California
$213K +$190K +1,206 New
SEIA
519
Signature Estate & Investment Advisors
California
$212K +$189K +1,200 New
Mawer Investment Management
520
Mawer Investment Management
Alberta, Canada
$211K +$188K +1,195 New
DC
521
Davenport & Co
Virginia
$210K -$2.81M -17,877 -94%
OC
522
Oarsman Capital
Wisconsin
$208K +$185K +1,178 New
SW
523
SlateStone Wealth
Florida
$208K +$185K +1,177 New
GRP
524
Global Retirement Partners
California
$207K +$184K +1,173 New
BF
525
Brucke Financial
Indiana
$207K +$184K +1,169 New