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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
BBA
501
Braun-Bostich & Associates
Pennsylvania
$231K +$206K +1,308 New
MCM
502
Manchester Capital Management
Vermont
$231K -$12.9K -82 -6%
Bank Julius Baer & Co
503
Bank Julius Baer & Co
Switzerland
$230K +$472 +3 +0.2%
YCM
504
Yousif Capital Management
Michigan
$230K -$747K -4,752 -79%
CCM
505
Coldstream Capital Management
Washington
$228K -$33.2K -211 -14%
KMWM
506
Keudell/Morrison Wealth Management
Oregon
$227K -$168K -1,070 -45%
WANY
507
Wealthspire Advisors (New York)
New York
$225K +$200K +1,273 New
SG
508
StoneX Group
New York
$225K +$211K +1,340 New
GWP
509
Gateway Wealth Partners
Wisconsin
$220K -$317K -2,017 -62%
CIA
510
Concurrent Investment Advisors
Florida
$220K -$115K -732 -37%
WA
511
Waverly Advisors
Alabama
$220K +$195K +1,243 New
CWM
512
Compass Wealth Management
Connecticut
$219K +$195K +1,240 New
MGIA
513
Moneta Group Investment Advisors
Missouri
$219K +$194K +1,237 New
ACL
514
Applied Capital LLC
Florida
$215K +$191K +1,215 New
KWA
515
Kingswood Wealth Advisors
California
$213K +$190K +1,206 New
SEIA
516
Signature Estate & Investment Advisors
California
$212K +$189K +1,200 New
Mawer Investment Management
517
Mawer Investment Management
Alberta, Canada
$211K +$188K +1,195 New
DC
518
Davenport & Co
Virginia
$210K -$2.81M -17,877 -94%
OC
519
Oarsman Capital
Wisconsin
$208K +$185K +1,178 New
SW
520
SlateStone Wealth
Florida
$208K +$185K +1,177 New
GRP
521
Global Retirement Partners
California
$207K +$184K +1,173 New
BF
522
Brucke Financial
Indiana
$207K +$184K +1,169 New
MWM
523
Mission Wealth Management
California
$206K +$183K +1,165 New
AC
524
Apella Capital
Connecticut
$206K +$181K +1,153 New
MWM
525
Manske Wealth Management
Texas
$205K +$182K +1,160 New