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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
RWS
501
Retirement Wealth Solutions
Wisconsin
$141K
RhumbLine Advisers
502
RhumbLine Advisers
Massachusetts
$138K -$11.4K -90 -8%
JFGIW
503
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$131K
HBT
504
Hills Bank & Trust
Iowa
$130K
TF
505
Tompkins Financial
New York
$130K
BBPWM
506
Blue Bell Private Wealth Management
Pennsylvania
$125K
PTC
507
Private Trust Company
Ohio
$117K -$24.1K -190 -17%
TRCT
508
Tower Research Capital (TRC)
New York
$117K -$217K -1,710 -66%
LAS
509
Lloyd Advisory Services
Georgia
$107K +$105K +828 New
HPC
510
HM Payson & Co
Maine
$98.9K
DFA
511
DHJJ Financial Advisors
Illinois
$95.5K
SAM
512
Smartleaf Asset Management
Massachusetts
$94.5K +$40.1K +317 +78%
NEWAS
513
N.E.W. Advisory Services
Wisconsin
$92.9K +$20.9K +165 +30%
GBT
514
Grove Bank & Trust
Florida
$92.2K
OW
515
Olistico Wealth
Oklahoma
$90.9K +$88.6K +700 New
VEA
516
Virtus ETF Advisers
New York
$89.8K +$507 +4 +0.8%
TCOV
517
Trust Company of Vermont
Vermont
$84.5K -$31.7K -250 -28%
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$81.5K +$760 +6 +1%
TFIPS
519
Towarzystwo Funduszy Inwestycyjnych PZU SA
$79.5K +$633 +5 +0.8%
CI
520
CX Institutional
Indiana
$74K -$21.9K -173 -23%
CTC
521
Central Trust Company
Missouri
$72K -$2.66K -21 -4%
CSC
522
Caldwell Sutter Capital
California
$69.6K -$12K -95 -15%
HNB
523
Huntington National Bank
Ohio
$67.1K
RIL
524
Rothschild Investment LLC
Illinois
$65.9K +$507 +4 +0.8%
EPIMS
525
Evelyn Partners Investment Management Services
$64.9K