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Bank of Montreal

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