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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
EPIMS
526
Evelyn Partners Investment Management Services
$64.9K – – –
Walleye Capital
527
Walleye Capital
New York
$61.9K +$60.4K +477 New
PIM
528
Plato Investment Management
Australia
$61.3K -$52K -411 -47%
BFP
529
Birchwood Financial Partners
Minnesota
$60.6K +$59.1K +467 New
JFA
530
JNBA Financial Advisors
Minnesota
$57.1K -$2.28K -18 -4%
BWA
531
Basecamp Wealth Advisors
Washington
$54.1K +$52.8K +417 New
CH
532
CDKV Holdings
Colorado
$53.5K +$52.2K +412 New
CA
533
Crewe Advisors
Utah
$51.9K – – –
SIS
534
Strategic Investment Solutions
Illinois
$51.9K – – –
TFA
535
Toth Financial Advisory
Virginia
$51.9K – – –
VFM
536
Vision Financial Markets
Connecticut
$51.9K – – –
CSPIA
537
Cary Street Partners Investment Advisory
Virginia
$51K -$43.2K -341 -46%
CAL
538
Capital Analysts LLC
Pennsylvania
$51K +$380 +3 +0.8%
BC
539
Bayforest Capital
United Kingdom
$45.9K +$39K +308 +670%
HAP
540
Harbor Asset Planning
Massachusetts
$45.8K – – –
WAS
541
Winch Advisory Services
Wisconsin
$45.4K – – –
IWP
542
IAG Wealth Partners
Wisconsin
$43.5K – – –
SS
543
Sunbelt Securities
Texas
$42K – – –
LFG
544
Larson Financial Group
Missouri
$41.1K +$10K +79 +33%
TC
545
Truvestments Capital
Florida
$38.9K -$14.3K -113 -27%
SR
546
Swiss Re
Switzerland
$37.7K +$36.7K +290 New
UBS AM
547
UBS AM
Illinois
$36.9K -$1.84M -14,556 -98%
IA
548
IFP Advisors
Florida
$35.3K – – –
BTC
549
Bank & Trust Company
Illinois
$34.1K – – –
FHA
550
Flagship Harbor Advisors
Massachusetts
$34K +$33.2K +262 New