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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
601
Evolution Wealth Management
Florida
$2.34K +$2.28K +18 New
CFM
602
Cornerstone Financial Management
Massachusetts
$2.08K +$2.03K +16 New
HFS
603
Hantz Financial Services
Michigan
$2K – – –
WA
604
Westfuller Advisors
New York
$1.78K – – –
CA
605
CoreCap Advisors
Michigan
$1.57K – – –
PWAM
606
Private Wealth Asset Management
Iowa
$1.56K – – –
CT
607
Colonial Trust
South Carolina
$1.3K -$633 -5 -33%
SHIM
608
Stone House Investment Management
Pennsylvania
$1.3K +$507 +4 +67%
RFP
609
Root Financial Partners
California
$909 +$760 +6 +600%
MCM
610
MV Capital Management
Maryland
$909 +$886 +7 New
Q1WB
611
Quest 10 Wealth Builders
Virginia
$779 -$253 -2 -25%
CFD
612
Creative Financial Designs
Indiana
$779 – – –
FC
613
Financial Consulate
Maryland
$779 +$760 +6 New
HI
614
Horizon Investments
North Carolina
$779 +$760 +6 New
LSA
615
Leonteq Securities AG
Switzerland
$649 – – –
RWM
616
RMG Wealth Management
Wisconsin
$274 +$253 +2 New
HNW
617
High Note Wealth
Minnesota
$130 – – –
MSWM
618
Mowery & Schoenfeld Wealth Management
Illinois
$121 – – –
HSBC Holdings
619
HSBC Holdings
United Kingdom
– -$65.1M -499,622 Closed
NCM
620
Nearwater Capital Markets
Ireland
– -$63.2M -485,000 Closed
MSE
621
MUFG Securities EMEA
United Kingdom
– -$13M -100,000 Closed
Simplex Trading
622
Simplex Trading
Illinois
– -$4.67M -36,869 Closed
ECM
623
ExodusPoint Capital Management
New York
– -$3.78M -29,000 Closed
VOYA Investment Management
624
VOYA Investment Management
Georgia
– -$2.93M -22,450 Closed
Balyasny Asset Management
625
Balyasny Asset Management
Illinois
– -$2.4M -18,445 Closed