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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
MF
326
Manchester Financial
California
$6K
CCM
327
Chiron Capital Management
Florida
$6K +$5.79K +100 New
MG
328
MilWealth Group
Wisconsin
$5.02K
EARNEST Partners
329
EARNEST Partners
Georgia
$5K
MWC
330
MBM Wealth Consultants
Missouri
$5K
JWM
331
Janiczek Wealth Management
Colorado
$5K +$4.81K +83 New
IWP
332
IAG Wealth Partners
Wisconsin
$4K -$7.24K -125 -65%
GI
333
Gradient Investments
Minnesota
$4K
AA
334
Advisory Alpha
Michigan
$4K +$3.59K +62 New
NIC
335
Northwest Investment Counselors
Oregon
$4K +$4.34K +75 New
ED
336
Exane Derivatives
France
$3.78K
RCA
337
Ranch Capital Advisors
Florida
$3K -$7.24K -125 -66%
FHA
338
First Horizon Advisors
Tennessee
$3K
FHA
339
Flagship Harbor Advisors
Massachusetts
$3K
BAM
340
Bellevue Asset Management
Washington
$3K +$926 +16 +37%
CFD
341
Creative Financial Designs
Indiana
$3K +$3.42K +59 New
FMP
342
Financial Management Professionals
Texas
$3K +$3.42K +59 New
FP
343
Financial Perspectives
Minnesota
$2.45K
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$2K
HIA
345
Harbor Investment Advisory
Maryland
$2K
LWA
346
Lenox Wealth Advisors
New York
$2K
M
347
MOTCO
Texas
$2K
SWM
348
Sugarloaf Wealth Management
Georgia
$2K
NIM
349
NuWave Investment Management
New Jersey
$2K +$1.51K +26 New
RA
350
Rational Advisors
New York
$2K +$1.51K +26 New