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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
BL
401
Balentine LLC
Georgia
$15K
LF
402
Lee Financial
Texas
$15K
ESB
403
Essex Savings Bank
Connecticut
$15K +$15.3K +200 New
PW
404
Price Wealth
Texas
$12K
ACA
405
Atlas Capital Advisors
Wyoming
$11.8K +$12K +157 New
PCP
406
Proficio Capital Partners
Massachusetts
$11K -$1.15K -15 -9%
TC
407
Truvestments Capital
Florida
$11K
FWM
408
Focused Wealth Management
New York
$11K +$11.5K +150 New
HDIM
409
Hanson & Doremus Investment Management
Vermont
$10K
TNBTD
410
Trustmark National Bank Trust Department
Mississippi
$9K -$8.64K -113 -50%
TCM
411
Tradewinds Capital Management
Washington
$9K
AAP
412
Arax Advisory Partners
Colorado
$9K +$9.1K +119 New
FMII
413
Farmers & Merchants Investments Inc
Nebraska
$8K
MF
414
Manchester Financial
California
$8K +$7.65K +100 New
FHA
415
First Horizon Advisors
Tennessee
$7K
MWC
416
MBM Wealth Consultants
Missouri
$7K
RIA
417
Realta Investment Advisors
Delaware
$7K
BCA
418
Berman Capital Advisors
Georgia
$7K +$1.91K +25 +29%
FHA
419
Flagship Harbor Advisors
Massachusetts
$6K -$188K -2,454 -97%
EARNEST Partners
420
EARNEST Partners
Georgia
$6K -$1.45K -19 -19%
DAM
421
Delta Asset Management
Tennessee
$6K
TFO
422
Tarbox Family Office
California
$6K +$1.91K +25 +41%
Rockefeller Capital Management
423
Rockefeller Capital Management
New York
$6K +$5.97K +78 New
LIA
424
LS Investment Advisors
Michigan
$5K
SFG
425
SevenBridge Financial Group
Pennsylvania
$5K