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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
526
Prio Wealth Limited Partnership
Massachusetts
– -$226K -1,917 Closed
BCM
527
Buckhead Capital Management
Georgia
– -$225K -1,907 Closed
EFL
528
ERn Financial LLC
Wisconsin
– -$218K -1,851 Closed
HCM
529
Heathbridge Capital Management
Ontario, Canada
– -$216K -1,835 Closed
AWA
530
Arete Wealth Advisors
Illinois
– -$211K -1,793 Closed
KPWS
531
Kestra Private Wealth Services
Texas
– -$211K -1,787 Closed
VWA
532
V Wealth Advisors
Kansas
– -$207K -1,754 Closed
RC
533
RegentAtlantic Capital
New Jersey
– -$206K -1,742 Closed
LWAC
534
Laurel Wealth Advisors (California)
California
– -$202K -1,716 Closed
FG
535
Foster Group
Iowa
– -$201K -1,701 Closed
MBI
536
Montrusco Bolton Investments
Quebec, Canada
– -$200K -1,700 Closed
VFA
537
Valeo Financial Advisors
Indiana
– -$200K -1,698 Closed
ClearBridge Investments
538
ClearBridge Investments
New York
– -$11.7M -1,000 Closed
T
539
TCWP
Ohio
– -$75K -643 Closed
CA
540
Crewe Advisors
Utah
– -$73K -615 Closed
SWM
541
Spire Wealth Management
Virginia
– -$63K -538 Closed
TVWM
542
Tower View Wealth Management
Wisconsin
– -$59K -500 Closed
SWM
543
Selective Wealth Management
Virginia
– -$47K -400 Closed
DC
544
DeDora Capital
California
– -$32K -273 Closed
BFC
545
Bedel Financial Consulting
Indiana
– -$31K -260 Closed
FPS
546
Fieldpoint Private Securities
Connecticut
– -$14K -122 Closed
TAIM
547
TD Ameritrade Investment Management
Nebraska
– -$13K -106 Closed
ED
548
Exane Derivatives
France
– -$7.64K -65 Closed
TFO
549
Tarbox Family Office
California
– -$3K -25 Closed
MFT
550
Moisand Fitzgerald Tamayo
Florida
– +$106 +1 New