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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
551
First Trust Direct Indexing
Massachusetts
-$690K -7,646 Closed
FFM
552
Forum Financial Management
Illinois
-$494K -5,477 Closed
SW
553
SlateStone Wealth
Florida
-$386K -4,277 Closed
AIM
554
Aigen Investment Management
New York
-$355K -3,933 Closed
Group One Trading
555
Group One Trading
Illinois
-$343K -3,632 Closed
SEI Investments
556
SEI Investments
Pennsylvania
-$274K -3,041 Closed
M
557
Murchinson
Ontario, Canada
-$244K -2,706 Closed
AA
558
Alta Advisers
United Kingdom
-$230K -2,542 Closed
BG
559
Bahl & Gaynor
Ohio
-$220K -2,436 Closed
RW
560
REDW Wealth
New Mexico
-$200K -2,220 Closed
EDRH
561
Edmond de Rothschild Holding
Switzerland
-$109K -1,204 Closed
AF
562
Advisornet Financial
Minnesota
-$90.2K -1,000 Closed
WI
563
Wintrust Investments
Illinois
-$30K -338 Closed
UCI
564
Uncommon Cents Investing
Wisconsin
-$28.4K -315 Closed
SC
565
Swan Capital
Florida
-$11.6K -129 Closed
Daiwa Securities Group
566
Daiwa Securities Group
Japan
-$11K -120 Closed
MSFP
567
Mark Sheptoff Financial Planning
Connecticut
-$9.02K -100 Closed
WFA
568
Wells Financial Advisors
Massachusetts
-$4.06K -45 Closed
NL
569
NVWM LLC
Pennsylvania
-$2.25K -25 Closed
AEPWM
570
Atlantic Edge Private Wealth Management
Florida
-$451 -5 Closed