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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
KG
601
Kilter Group
New York
$23.3K +$17.3K +110 +500%
ITIM
602
Indiana Trust & Investment Management
Indiana
$23K +$20.4K +130 New
TCM
603
Tradewinds Capital Management
Washington
$22.1K – – –
MA
604
MCF Advisors
Kentucky
$19.4K – – –
SFAM
605
Sawyer Falduto Asset Management
Illinois
$19.4K – – –
EP
606
Essential Partners
California
$19.3K – – –
PWPS
607
Pinnacle Wealth Planning Services
Ohio
$18.9K – – –
WPWM
608
Western Pacific Wealth Management
Illinois
$18K +$11K +70 +219%
TAP
609
Tounjian Advisory Partners
Florida
$17.8K +$15.9K +101 New
PGAM
610
Princeton Global Asset Management
New Jersey
$17.7K – – –
TPCW
611
TD Private Client Wealth
New York
$15.6K -$2.04M -12,989 -99%
RF
612
Rossby Financial
Florida
$15K +$629 +4 +5%
FC
613
Financial Consulate
Maryland
$14.1K +$1.57K +10 +14%
GIA
614
GHP Investment Advisors
Colorado
$14K – – –
EWP
615
Elevation Wealth Partners
California
$14K +$12.4K +79 New
BFPW
616
BOK Financial Private Wealth
Colorado
$13.3K +$11.8K +75 New
SRCM
617
Signature Resources Capital Management
California
$12.5K – – –
WIM
618
Westside Investment Management
California
$12.4K – – –
PWA
619
Physician Wealth Advisors
Utah
$11.7K +$943 +6 +10%
PTC
620
Private Trust Company
Ohio
$11.7K -$80K -509 -89%
HWP
621
Highline Wealth Partners
California
$11.5K – – –
CFM
622
Cornerstone Financial Management
Massachusetts
$11.5K +$6.6K +42 +183%
CTB
623
Country Trust Bank
Illinois
$11K – – –
TCM
624
Triumph Capital Management
Colorado
$10.8K +$629 +4 +7%
PCM
625
Penserra Capital Management
California
$9K +$1.42K +9 +21%
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