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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
OW
526
Olistico Wealth
Oklahoma
$94.7K – – –
MG
527
Mather Group
Illinois
$94.7K +$97.3K +700 New
BA
528
Ballast Advisors
Minnesota
$88.4K +$90.7K +653 New
MPWT
529
MassMutual Private Wealth & Trust
Connecticut
$80.1K -$5K -36 -6%
PTC
530
Private Trust Company
Ohio
$77.8K -$45.7K -329 -36%
CI
531
CX Institutional
Indiana
$77K – – –
CTC
532
Central Trust Company
Missouri
$75.1K – – –
VEA
533
Virtus ETF Advisers
New York
$71.2K -$17.5K -126 -25%
CSC
534
Caldwell Sutter Capital
California
$69.3K -$3.33K -24 -4%
RIL
535
Rothschild Investment LLC
Illinois
$69.3K +$695 +5 +1%
RWS
536
Retirement Wealth Solutions
Wisconsin
$68.9K -$80.2K -577 -53%
EPIMS
537
Evelyn Partners Investment Management Services
$67.7K – – –
TFA
538
Toth Financial Advisory
Virginia
$67.7K +$13.9K +100 +25%
B
539
Bayban
Minnesota
$66.2K -$341K -2,454 -83%
BFP
540
Birchwood Financial Partners
Minnesota
$63.2K – – –
IA
541
IFG Advisory
Georgia
$60.9K -$965K -6,947 -94%
AAP
542
Arax Advisory Partners
Colorado
$59.5K -$128K -918 -68%
JFA
543
JNBA Financial Advisors
Minnesota
$59.5K – – –
BWA
544
Basecamp Wealth Advisors
Washington
$56.4K – – –
CSPIA
545
Cary Street Partners Investment Advisory
Virginia
$56.2K +$3.06K +22 +6%
CH
546
CDKV Holdings
Colorado
$55.8K – – –
TFIPS
547
Towarzystwo Funduszy Inwestycyjnych PZU SA
$54.9K -$28.5K -205 -34%
CA
548
Crewe Advisors
Utah
$54.1K – – –
SIS
549
Strategic Investment Solutions
Illinois
$54.1K – – –
VFM
550
Vision Financial Markets
Connecticut
$54.1K – – –
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