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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
401
TRUE Private Wealth Advisors
Oregon
$16K +$16.9K +221 New
BL
402
Balentine LLC
Georgia
$15K – – –
LF
403
Lee Financial
Texas
$15K – – –
ESB
404
Essex Savings Bank
Connecticut
$15K +$15.3K +200 New
PW
405
Price Wealth
Texas
$12K – – –
ACA
406
Atlas Capital Advisors
Wyoming
$11.8K +$12K +157 New
PCP
407
Proficio Capital Partners
Massachusetts
$11K -$1.15K -15 -9%
TC
408
Truvestments Capital
Florida
$11K – – –
FWM
409
Focused Wealth Management
New York
$11K +$11.5K +150 New
HDIM
410
Hanson & Doremus Investment Management
Vermont
$10K – – –
TNBTD
411
Trustmark National Bank Trust Department
Mississippi
$9K -$8.64K -113 -50%
TCM
412
Tradewinds Capital Management
Washington
$9K – – –
AAP
413
Arax Advisory Partners
Colorado
$9K +$9.1K +119 New
FMII
414
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
MF
415
Manchester Financial
California
$8K +$7.65K +100 New
FHA
416
First Horizon Advisors
Tennessee
$7K – – –
MWC
417
MBM Wealth Consultants
Missouri
$7K – – –
RIA
418
Realta Investment Advisors
Delaware
$7K – – –
BCA
419
Berman Capital Advisors
Georgia
$7K +$1.91K +25 +29%
FHA
420
Flagship Harbor Advisors
Massachusetts
$6K -$188K -2,454 -97%
EARNEST Partners
421
EARNEST Partners
Georgia
$6K -$1.45K -19 -19%
DAM
422
Delta Asset Management
Tennessee
$6K – – –
TFO
423
Tarbox Family Office
California
$6K +$1.91K +25 +41%
Rockefeller Capital Management
424
Rockefeller Capital Management
New York
$6K +$5.97K +78 New
LIA
425
LS Investment Advisors
Michigan
$5K – – –