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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
GL
501
Graypoint LLC
New York
-$335K -3,363 Closed
ALAM
502
Asahi Life Asset Management
Japan
-$230K -2,300 Closed
MWM
503
Mission Wealth Management
California
-$229K -2,300 Closed
ATPW
504
Ashton Thomas Private Wealth
Arizona
-$207K -2,079 Closed
IP
505
Isthmus Partners
Wisconsin
-$200K -2,007 Closed
MC
506
Maverick Capital
Texas
-$193K -1,929 Closed
PI
507
PEAK6 Investments
Illinois
-$180K -1,808 Closed
Macquarie Group
508
Macquarie Group
Australia
-$162K -1,624 Closed
BC
509
Bartlett & Co
Ohio
-$133K -1,330 Closed
BCWM
510
Bartlett & Co Wealth Management
Ohio
-$133K -1,330 Closed
FCM
511
Firestone Capital Management
Florida
-$103K -1,000 Closed
KIG
512
Kowal Investment Group
Wisconsin
-$87K -869 Closed
CB
513
Community Bank
New York
-$15K -150 Closed
TAIM
514
TD Ameritrade Investment Management
Nebraska
-$8K -139 Closed
GRP
515
Global Retirement Partners
California
-$12K -123 Closed
MA
516
MCF Advisors
Kentucky
-$11K -110 Closed
MG
517
MilWealth Group
Wisconsin
-$8.58K -86 Closed
RCA
518
Ranch Capital Advisors
Florida
-$6K -63 Closed
CFD
519
Creative Financial Designs
Indiana
-$6K -59 Closed
LFG
520
Leverty Financial Group
Wisconsin
+$431 +4 New