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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
326
Arax Advisory Partners
Colorado
$12K – – –
TPWA
327
TRUE Private Wealth Advisors
Oregon
$12K +$102 +2 +0.9%
EIP
328
Ellis Investment Partners
Pennsylvania
$12K +$204 +4 +2%
MSFP
329
Mark Sheptoff Financial Planning
Connecticut
$11K – – –
SBL
330
Sargent Bickham Lagudis
Colorado
$11K – – –
IWP
331
IAG Wealth Partners
Wisconsin
$11K +$612 +12 +7%
CT
332
Caldwell Trust
Florida
$10.6K – – –
ACA
333
Atlas Capital Advisors
Wyoming
$10.1K – – –
RCA
334
Ranch Capital Advisors
Florida
$10K – – –
BCA
335
Berman Capital Advisors
Georgia
$8K -$5.61K -110 -41%
TCM
336
Tradewinds Capital Management
Washington
$8K -$765 -15 -10%
FWM
337
Focused Wealth Management
New York
$8K – – –
LS
338
Leelyn Smith
Illinois
$8K – – –
CIA
339
Cascade Investment Advisors
Oregon
$7.96K – – –
GRP
340
Global Retirement Partners
California
$7K -$14.8K -290 -69%
TAIM
341
TD Ameritrade Investment Management
Nebraska
$7K -$306 -6 -4%
FMII
342
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
CFA
343
Carroll Financial Associates
North Carolina
$5K – – –
MF
344
Manchester Financial
California
$5K – – –
MWC
345
MBM Wealth Consultants
Missouri
$5K – – –
TFO
346
Tarbox Family Office
California
$5K – – –
TI
347
tru Independence
Oregon
$5K – – –
First Manhattan
348
First Manhattan
New York
$5K +$5.76K +113 New
MG
349
MilWealth Group
Wisconsin
$4.56K – – –
EARNEST Partners
350
EARNEST Partners
Georgia
$4K – – –