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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
FP
399
Financial Perspectives
Minnesota
$3.74K – – –
SWM
400
Sugarloaf Wealth Management
Georgia
$3K – – –