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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
IA
401
IFP Advisors
Florida
$7K +$6.78K +93 New
WC
402
Weil Company
California
$7K +$7.29K +100 New
MG
403
MilWealth Group
Wisconsin
$6.34K +$6.27K +86 New
EARNEST Partners
404
EARNEST Partners
Georgia
$6K
FHA
405
First Horizon Advisors
Tennessee
$6K
MWC
406
MBM Wealth Consultants
Missouri
$6K
TFO
407
Tarbox Family Office
California
$6K
DAM
408
Delta Asset Management
Tennessee
$5K
LIA
409
LS Investment Advisors
Michigan
$5K
TAIM
410
TD Ameritrade Investment Management
Nebraska
$5K +$1.82K +25 +68%
AA
411
Advisory Alpha
Michigan
$4.45K +$4.52K +62 New
BWM
412
BerganKDV Wealth Management
Minnesota
$4K
THWM
413
Taylor Hoffman Wealth Management
Virginia
$4K
IFAM
414
Institutional & Family Asset Management
Colorado
$4K +$3.86K +53 New
EW
415
Evoke Wealth
California
$3.42K +$3.35K +46 New
JCM
416
Jacobi Capital Management
Pennsylvania
$3K -$21.9K -300 -89%
LWA
417
Lenox Wealth Advisors
New York
$3K
M
418
MOTCO
Texas
$3K
TSW
419
Thompson Siegel & Walmsley
Virginia
$3K
WTC
420
WhitTier Trust Company
Nevada
$3K
BCA
421
Berman Capital Advisors
Georgia
$2K -$5.54K -76 -68%
AWM
422
Avior Wealth Management
Nebraska
$2K
Carson Wealth (CWM LLC)
423
Carson Wealth (CWM LLC)
Nebraska
$2K
PWP
424
Personal Wealth Partners
Minnesota
$2K
TFGT
425
TS Financial Group (TSFG)
Illinois
$2K