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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
OA
501
Operose Advisors
Wisconsin
$142K +$57K +450 +70%
RWS
502
Retirement Wealth Solutions
Wisconsin
$141K – – –
RhumbLine Advisers
503
RhumbLine Advisers
Massachusetts
$138K -$11.4K -90 -8%
JFGIW
504
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$131K – – –
HBT
505
Hills Bank & Trust
Iowa
$130K – – –
TF
506
Tompkins Financial
New York
$130K – – –
BBPWM
507
Blue Bell Private Wealth Management
Pennsylvania
$125K – – –
PTC
508
Private Trust Company
Ohio
$117K -$24.1K -190 -17%
TRCT
509
Tower Research Capital (TRC)
New York
$117K -$217K -1,710 -66%
LAS
510
Lloyd Advisory Services
Georgia
$107K +$105K +828 New
HPC
511
HM Payson & Co
Maine
$98.9K – – –
DFA
512
DHJJ Financial Advisors
Illinois
$95.5K – – –
SAM
513
Smartleaf Asset Management
Massachusetts
$94.5K +$40.1K +317 +78%
NEWAS
514
N.E.W. Advisory Services
Wisconsin
$92.9K +$20.9K +165 +30%
GBT
515
Grove Bank & Trust
Florida
$92.2K – – –
OW
516
Olistico Wealth
Oklahoma
$90.9K +$88.6K +700 New
VEA
517
Virtus ETF Advisers
New York
$89.8K +$507 +4 +0.8%
TCOV
518
Trust Company of Vermont
Vermont
$84.5K -$31.7K -250 -28%
MPWT
519
MassMutual Private Wealth & Trust
Connecticut
$81.5K +$760 +6 +1%
TFIPS
520
Towarzystwo Funduszy Inwestycyjnych PZU SA
$79.5K +$633 +5 +0.8%
CI
521
CX Institutional
Indiana
$74K -$21.9K -173 -23%
CTC
522
Central Trust Company
Missouri
$72K -$2.66K -21 -4%
CSC
523
Caldwell Sutter Capital
California
$69.6K -$12K -95 -15%
HNB
524
Huntington National Bank
Ohio
$67.1K – – –
RIL
525
Rothschild Investment LLC
Illinois
$65.9K +$507 +4 +0.8%