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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
551
MassMutual Private Wealth & Trust
Connecticut
$105K +$629 +4 +0.7%
CI
552
CX Institutional
Indiana
$98K -$2.52K -16 -3%
TFIPS
553
Towarzystwo Funduszy Inwestycyjnych PZU SA
$97.2K +$22.9K +146 +36%
VEA
554
Virtus ETF Advisers
New York
$94.8K – – –
RIL
555
Rothschild Investment LLC
Illinois
$91.1K +$629 +4 +0.8%
TFA
556
Toth Financial Advisory
Virginia
$88.3K – – –
EB
557
Eastern Bank
Massachusetts
$87.6K +$78K +496 New
CI
558
Corient IA
Florida
$86.6K -$159K -1,010 -67%
BC
559
Bayforest Capital
United Kingdom
$86.6K -$81.7K -520 -51%
B
560
Bayban
Minnesota
$86.4K – – –
RWS
561
Retirement Wealth Solutions
Wisconsin
$86.1K -$3.46K -22 -4%
LFG
562
Larson Financial Group
Missouri
$83.2K +$13.2K +84 +22%
BFP
563
Birchwood Financial Partners
Minnesota
$82.5K – – –
JFA
564
JNBA Financial Advisors
Minnesota
$80.8K +$2.67K +17 +4%
CSC
565
Caldwell Sutter Capital
California
$78.1K -$11K -70 -14%
BWA
566
Basecamp Wealth Advisors
Washington
$73.7K – – –
VFM
567
Vision Financial Markets
Connecticut
$70.9K – – –
CA
568
Crewe Advisors
Utah
$70.7K – – –
CSPIA
569
Cary Street Partners Investment Advisory
Virginia
$69.3K -$3.62K -23 -6%
HIA
570
Highland Investment Advisors
Florida
$62.7K +$55.8K +355 New
TIM
571
Thompson Investment Management
Wisconsin
$62.6K -$97.1K -618 -64%
IFWM
572
Institute for Wealth Management
Colorado
$62.6K +$55.6K +354 New
HAP
573
Harbor Asset Planning
Massachusetts
$62.4K – – –
WAS
574
Winch Advisory Services
Wisconsin
$61.8K – – –
SGFG
575
Silver Grove Financial Group
New York
$61.3K +$54.5K +347 New
21 22
23
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