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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
376
Next Financial Group
Texas
$13K
GWS
377
Glassman Wealth Services
Virginia
$13K +$2.12K +26 +22%
BCA
378
Berman Capital Advisors
Georgia
$11K -$82 -1 -0.8%
GRP
379
Global Retirement Partners
California
$11K
TCM
380
Tradewinds Capital Management
Washington
$11K
FMP
381
Financial Management Professionals
Texas
$11K +$3.34K +41 +51%
WP
382
WealthShield Partners
North Carolina
$11K +$9.79K +120 New
AssetMark Inc
383
AssetMark Inc
California
$10K
GWSG
384
GPS Wealth Strategies Group
Colorado
$10K +$9.71K +119 New
MSFP
385
Mark Sheptoff Financial Planning
Connecticut
$9K
MWC
386
MBM Wealth Consultants
Missouri
$8K
MG
387
MilWealth Group
Wisconsin
$7.66K
EARNEST Partners
388
EARNEST Partners
Georgia
$7K
BAM
389
Bellevue Asset Management
Washington
$7K +$652 +8 +11%
GI
390
Gradient Investments
Minnesota
$6K
HWA
391
HHM Wealth Advisors
Tennessee
$6K
IWP
392
IAG Wealth Partners
Wisconsin
$6K
CFD
393
Creative Financial Designs
Indiana
$5K
FHA
394
First Horizon Advisors
Tennessee
$5K
RCA
395
Ranch Capital Advisors
Florida
$5K
M
396
MOTCO
Texas
$4K
MWP
397
Meridian Wealth Partners
Pennsylvania
$4K +$3.26K +40 New
MWM
398
Mascoma Wealth Management
New Hampshire
$4K +$4.08K +50 New
Carson Wealth (CWM LLC)
399
Carson Wealth (CWM LLC)
Nebraska
$2K
EW
400
Evoke Wealth
California
$2K