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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
MG
376
MilWealth Group
Wisconsin
$6.54K
EARNEST Partners
377
EARNEST Partners
Georgia
$6K
IWP
378
IAG Wealth Partners
Wisconsin
$6K
FMP
379
Financial Management Professionals
Texas
$6K +$1.51K +22 +37%
TCWA
380
Ten Capital Wealth Advisors
Washington
$6K +$5.27K +77 New
PWPS
381
Pinnacle Wealth Planning Services
Ohio
$6K +$5.61K +82 New
BAM
382
Bellevue Asset Management
Washington
$5K +$753 +11 +19%
HWA
383
HHM Wealth Advisors
Tennessee
$5K +$4.45K +65 New
ED
384
Exane Derivatives
France
$4.94K
CFD
385
Creative Financial Designs
Indiana
$4K
FHA
386
First Horizon Advisors
Tennessee
$4K
GI
387
Gradient Investments
Minnesota
$4K
RCA
388
Ranch Capital Advisors
Florida
$4K
FP
389
Financial Perspectives
Minnesota
$3.19K
LWA
390
Lenox Wealth Advisors
New York
$3K
M
391
MOTCO
Texas
$3K
SWM
392
Sugarloaf Wealth Management
Georgia
$3K
Carson Wealth (CWM LLC)
393
Carson Wealth (CWM LLC)
Nebraska
$2K
EW
394
Evoke Wealth
California
$2K
TFO
395
Tarbox Family Office
California
$2K
BAM
396
Barrett Asset Management
New York
$2K +$1.71K +25 New
HIA
397
Harbor Investment Advisory
Maryland
$1K -$1.23K -18 -51%
BWM
398
Baystate Wealth Management
Massachusetts
$1K -$68 -1 -9%
CFB
399
Cullen/Frost Bankers
Texas
$1K
PCG
400
Private Capital Group
Connecticut
$1K