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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
551
Highline Wealth Partners
California
$5.99K – – –
RWM
552
Raffa Wealth Management
District of Columbia
$5.34K +$3.31K +28 +215%
CTA
553
Colonial Trust Advisors
South Carolina
$5.21K – – –
FDCP
554
Foster Dykema Cabot & Partners
Massachusetts
$5.21K +$4.74K +40 New
PCM
555
Penserra Capital Management
California
$5K -$2.13K -18 -29%
FG
556
Fairman Group
Pennsylvania
$4.82K +$4.38K +37 New
WPWM
557
Western Pacific Wealth Management
Illinois
$4.17K – – –
BIA
558
Bell Investment Advisors
California
$3.52K +$474 +4 +17%
SC
559
Steph & Co
Wisconsin
$3.26K – – –
RF
560
Rossby Financial
Florida
$3.13K +$2.84K +24 New
SC
561
SouthState Corp
Florida
$3.13K +$2.84K +24 New
VNA
562
Valley National Advisers
Pennsylvania
$3K – – –
AUB
563
Atlantic Union Bankshares
Virginia
$3K – – –
PFBT
564
Parkside Financial Bank & Trust
Missouri
$3K – – –
HFS
565
Hantz Financial Services
Michigan
$2K +$1.42K +12 New
HDIM
566
Hanson & Doremus Investment Management
Vermont
$2K +$2.25K +19 New
CT
567
Colonial Trust
South Carolina
$1.95K – – –
WA
568
Westfuller Advisors
New York
$1.77K +$1.66K +14 New
CA
569
CoreCap Advisors
Michigan
$1.58K -$1.42K -12 -50%
PWAM
570
Private Wealth Asset Management
Iowa
$1.56K – – –
Q1WB
571
Quest 10 Wealth Builders
Virginia
$1.04K -$118 -1 -11%
PA
572
Pineridge Advisors
Missouri
$806 – – –
CFD
573
Creative Financial Designs
Indiana
$782 +$710 +6 New
SHIM
574
Stone House Investment Management
Pennsylvania
$782 +$710 +6 New
LSA
575
Leonteq Securities AG
Switzerland
$651 -$118 -1 -17%
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