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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
501
Mirabella Financial Services
United Kingdom
-$251K -2,814 Closed
FBFS
502
First Business Financial Services
Wisconsin
-$242K -2,713 Closed
AAS
503
Ameritas Advisory Services
Nebraska
-$225K -2,520 Closed
MIA
504
Milestone Investment Advisors
Wisconsin
-$107K -1,203 Closed
SOW
505
State of Wyoming
Wyoming
-$104K -1,164 Closed
ASN
506
Advisory Services Network
Georgia
-$88.2K -990 Closed
Group One Trading
507
Group One Trading
Illinois
-$55.4K -627 Closed
SIS
508
Strategic Investment Solutions
Illinois
-$35.6K -400 Closed
CLOS
509
Compagnie Lombard Odier SCmA
Switzerland
-$30.2K -340 Closed
BAM
510
Belpointe Asset Management
Nevada
-$28.1K -315 Closed
SSC
511
Syverson Strege & Co
Iowa
-$12.9K -145 Closed
OC
512
Oakworth Capital
Alabama
-$9.71K -109 Closed
FGAM
513
Financial Gravity Asset Management
Texas
-$33 -89 Closed
MWC
514
MBM Wealth Consultants
Missouri
-$8K -87 Closed
MWM
515
Mascoma Wealth Management
New Hampshire
-$4.51K -50 Closed
SC
516
Schubert & Co
Texas
-$3.74K -42 Closed
FCA
517
Fortis Capital Advisors
Kansas
-$2.32K -26 Closed
GFWA
518
Grey Fox Wealth Advisors
Delaware
-$1.07K -12 Closed
N
519
Natixis
France
-$89 -1 Closed