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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
SI
526
Stephens Inc
Arkansas
$205K -$155K -985 -46%
CWA
527
CogentBlue Wealth Advisors
Tennessee
$204K +$181K +1,152 New
JFGIW
528
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$201K +$54.1K +344 +43%
CFG
529
Carter Financial Group
Illinois
$201K +$178K +1,135 New
HDIM
530
Hanson & Doremus Investment Management
Vermont
$177K
HBT
531
Hills Bank & Trust
Iowa
$177K
TF
532
Tompkins Financial
New York
$177K
CTC
533
Central Trust Company
Missouri
$171K +$65.2K +415 +75%
DB
534
Danske Bank
Denmark
$161K
NEWAS
535
N.E.W. Advisory Services
Wisconsin
$152K
JEST
536
JTC Employer Solutions Trustee
Jersey
$148K
HNB
537
Huntington National Bank
Ohio
$148K -$1.1K -7 -0.8%
UB
538
UMB Bank
Missouri
$148K
CA
539
Clearstead Advisors
Ohio
$141K +$125K +798 New
SAM
540
Smartleaf Asset Management
Massachusetts
$139K
HPC
541
HM Payson & Co
Maine
$135K
GI
542
GAMMA Investing
California
$131K -$142K -905 -55%
DFA
543
DHJJ Financial Advisors
Illinois
$130K
GBT
544
Grove Bank & Trust
Florida
$125K
OW
545
Olistico Wealth
Oklahoma
$124K
CIAM
546
Caitong International Asset Management
Hong Kong
$115K +$102K +652 New
TCOV
547
Trust Company of Vermont
Vermont
$115K +$102K +651 New
MPWT
548
MassMutual Private Wealth & Trust
Connecticut
$105K +$629 +4 +0.7%
CI
549
CX Institutional
Indiana
$98K -$2.52K -16 -3%
TFIPS
550
Towarzystwo Funduszy Inwestycyjnych PZU SA
$97.2K +$22.9K +146 +36%