Stock Transactions — BANK MONTREAL MEDIUM

Total Bought
328,200
28 transactions
Total Sold
305,361
19 transactions
Net
+22,839
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
GOLDMAN SACHS GROUP INC0111,958+111,9580.000.00+0.00buy
GTS SECURITIES LLC9,29575,025+65,7300.030.20+0.17buy
OneAscent Financial Services LLC029,653+29,6530.000.19+0.19buy
SG Americas Securities, LLC028,328+28,3280.000.01+0.01buy
HBW ADVISORY SERVICES LLC34,46661,276+26,8100.280.48+0.21buy
HRT FINANCIAL LP010,013+10,0130.000.00+0.00buy
Allworth Financial LP08,829+8,8290.000.00+0.00buy
Cetera Investment Advisers26,92635,322+8,3960.000.00-0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC160,939167,793+6,8540.020.02+0.00buy
UBS Group AG05,463+5,4630.000.00+0.00buy
NewEdge Advisors, LLC9,44114,216+4,7750.000.00+0.00buy
VestGen Advisors, LLC5,8189,759+3,9410.020.02+0.01buy
Cambridge Investment Research Advisors, Inc.03,207+3,2070.000.00+0.00buy
Client First Investment Management LLC03,143+3,1430.000.11+0.11buy
Creative Planning03,017+3,0170.000.00+0.00buy
Mariner, LLC22,85624,980+2,1240.000.00+0.00buy
WOLVERINE TRADING, LLC3,2815,129+1,8480.010.01+0.00buy
17 CAPITAL PARTNERS, LLC10,99012,145+1,1550.410.46+0.05buy
IFP Advisors, Inc1,2122,112+9000.000.00+0.00buy
Snowden Capital Advisors LLC16,85917,464+6050.030.03+0.00buy
ENVESTNET ASSET MANAGEMENT INC24,25124,615+3640.000.00+0.00buy
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC7,6998,034+3350.180.18-0.01buy
CENTAURUS FINANCIAL, INC.6,2626,503+2410.020.02-0.00buy
Farther Finance Advisors, LLC0192+1920.000.00+0.00buy
SIMPLEX TRADING, LLC317468+1510.000.00+0.00buy
Arax Advisory Partners0100+1000.000.00+0.00buy
Parallel Advisors, LLC100143+430.000.00+0.00buy
NATIONAL BANK OF CANADA /FI/594619+250.000.00+0.00buy
NewEdge Advisors, LLC21,62121,62100.000.00+0.00hold
Spire Wealth Management2,3112,31100.000.00+0.00hold
Main Street Group, LTD10,00010,00000.000.00-0.00hold
Glen Eagle Advisors, LLC20020000.000.00-0.00hold
10Elms LLP0000.080.08-0.00hold
10Elms LLP0000.030.03-0.00hold
Cypress Capital Management LLC (WY)745723-220.050.05-0.01sell
Truvestments Capital LLC300-300.000.00-0.00sell
BOOTHBAY FUND MANAGEMENT, LLC7,5007,100-4000.010.01-0.00sell
Belvedere Trading LLC2,4772,000-4770.010.01-0.00sell
Diversify Advisory Services, LLC7,0646,381-6830.020.02-0.00sell
MML INVESTORS SERVICES, LLC23,56722,136-1,4310.000.00-0.00sell
ABSOLUTE CAPITAL MANAGEMENT, LLC4,0000-4,0000.130.00-0.13sell
Walleye Capital LLC4,0220-4,0220.000.00-0.00sell
LPL Financial LLC4,2090-4,2090.000.00-0.00sell
Kestra Advisory Services, LLC13,3907,345-6,0450.000.00-0.00sell
Sollinda Capital Management LLC6,5110-6,5110.110.00-0.11sell
ROYAL BANK OF CANADA22,77114,876-7,8950.000.00-0.00sell
CITADEL ADVISORS LLC28,53118,805-9,7260.000.00-0.00sell
Tactive Advisors, LLC52,01439,590-12,4241.100.78-0.31sell
Perfromance Wealth Partners, LLC15,0000-15,0000.030.00-0.03sell
JANE STREET GROUP, LLC21,7900-21,7900.000.00-0.00sell
Capital Investment Advisory Services, LLC91,06268,757-22,3050.490.38-0.10sell
SUSQUEHANNA INTERNATIONAL GROUP, LLP69,2690-69,2690.010.00-0.01sell
OSAIC HOLDINGS, INC.508,681389,559-119,1220.060.04-0.02sell
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