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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
351
Focused Wealth Management
New York
$8K – – –
LS
352
Leelyn Smith
Illinois
$8K – – –
TCM
353
Tradewinds Capital Management
Washington
$8K +$2.17K +32 +26%
CIA
354
Cascade Investment Advisors
Oregon
$7.54K -$602K -8,875 -98%
WLPWM
355
Walled Lake Planning & Wealth Management
Illinois
$7K -$3.32M -48,976 -100%
TAIM
356
TD Ameritrade Investment Management
Nebraska
$7K +$949 +14 +11%
GAM
357
Gemmer Asset Management
California
$7K +$9.22K +136 New
TI
358
tru Independence
Oregon
$5K -$156K -2,301 -96%
CFA
359
Carroll Financial Associates
North Carolina
$5K – – –
FMII
360
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
MF
361
Manchester Financial
California
$5K – – –
WQ
362
Wealth Quarterback
New Jersey
$4.84K -$1.22K -18 -16%
MG
363
MilWealth Group
Wisconsin
$4.32K – – –
KPW
364
Kore Private Wealth
New York
$4K -$9.15K -135 -63%
DAM
365
Delta Asset Management
Tennessee
$4K – – –
EARNEST Partners
366
EARNEST Partners
Georgia
$4K – – –
HFS
367
HBC Financial Services
Washington
$4K – – –
LIA
368
LS Investment Advisors
Michigan
$4K – – –
MWC
369
MBM Wealth Consultants
Missouri
$4K – – –
TFO
370
Tarbox Family Office
California
$4K – – –
GI
371
Gradient Investments
Minnesota
$3K -$16.9K -250 -79%
FHA
372
Flagship Harbor Advisors
Massachusetts
$3K -$4.2K -62 -50%
BWM
373
BerganKDV Wealth Management
Minnesota
$3K – – –
IFAM
374
Institutional & Family Asset Management
Colorado
$3K – – –
SWM
375
Sugarloaf Wealth Management
Georgia
$3K – – –