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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
HAP
501
Harbor Asset Planning
Massachusetts
$39K +$35.5K +352 New
WAS
502
Winch Advisory Services
Wisconsin
$38.7K
PGAM
503
Princeton Global Asset Management
New Jersey
$38.7K +$10.1K +100 +40%
IWP
504
IAG Wealth Partners
Wisconsin
$37.1K
CSPIA
505
Cary Street Partners Investment Advisory
Virginia
$30.9K +$605 +6 +2%
IA
506
IFP Advisors
Florida
$29.4K -$2.82K -28 -10%
BTC
507
Bank & Trust Company
Illinois
$29.1K
1IA
508
1620 Investment Advisors
Massachusetts
$28.7K
WOSD
509
WFA of San Diego
California
$27.7K +$25.2K +250 New
AGWCA
510
Annis Gardner Whiting Capital Advisors
Florida
$24.7K +$22.5K +223 New
SAM
511
Smartleaf Asset Management
Massachusetts
$21.4K +$2.62K +26 +15%
TC
512
Trust Company
Kansas
$20.8K +$18.9K +188 New
BGAI
513
Bruce G. Allen Investments
Colorado
$19.7K
RCM
514
Ravenstone Capital Management
$19.4K +$9.37K +93 +113%
FMP
515
Financial Management Professionals
Texas
$19.1K
Walleye Capital
516
Walleye Capital
New York
$18.1K +$1.41K +14 +9%
CTB
517
Country Trust Bank
Illinois
$17.6K +$16K +159 New
LI
518
LRI Investments
Florida
$16.6K
TPWA
519
Twin Peaks Wealth Advisors
California
$16.3K +$14.5K +144 New
RWPA
520
Richard W. Paul & Associates
Michigan
$15.8K
AAP
521
Arax Advisory Partners
Colorado
$15.5K +$1.61K +16 +114%
WAM
522
WFA Asset Management
Wisconsin
$15.2K
AA
523
Addison Advisors
Vermont
$14.6K -$21.4K -212 -62%
CIAM
524
Caitong International Asset Management
Hong Kong
$14.5K -$94.9K -942 -88%
JGIA
525
Jackson Grant Investment Advisers
Connecticut
$14.4K +$101 +1 +0.8%