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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
401
Ranch Capital Advisors
Florida
$15K +$14.2K +188 New
ACA
402
Atlas Capital Advisors
Wyoming
$14.7K – – –
FWM
403
Focused Wealth Management
New York
$12K – – –
LS
404
Leelyn Smith
Illinois
$12K +$11.3K +150 New
FHA
405
Flagship Harbor Advisors
Massachusetts
$10K – – –
TCM
406
Tradewinds Capital Management
Washington
$10K – – –
IWP
407
IAG Wealth Partners
Wisconsin
$10K +$9.41K +125 New
TAIM
408
TD Ameritrade Investment Management
Nebraska
$9K +$4.52K +60 +97%
WQ
409
Wealth Quarterback
New Jersey
$8.86K +$8.58K +114 New
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
HFS
411
HBC Financial Services
Washington
$8K +$7.53K +100 New
MF
412
Manchester Financial
California
$8K +$7.53K +100 New
CFA
413
Carroll Financial Associates
North Carolina
$8K +$7.9K +105 New
FHA
414
First Horizon Advisors
Tennessee
$7K – – –
MWC
415
MBM Wealth Consultants
Missouri
$7K – – –
RIA
416
Realta Investment Advisors
Delaware
$7K – – –
TFO
417
Tarbox Family Office
California
$7K – – –
MG
418
MilWealth Group
Wisconsin
$6.67K – – –
DAM
419
Delta Asset Management
Tennessee
$6K – – –
EARNEST Partners
420
EARNEST Partners
Georgia
$6K – – –
LIA
421
LS Investment Advisors
Michigan
$6K – – –
AA
422
Advisory Alpha
Michigan
$4.85K – – –
BWM
423
BerganKDV Wealth Management
Minnesota
$4K – – –
IFAM
424
Institutional & Family Asset Management
Colorado
$4K – – –
THWM
425
Taylor Hoffman Wealth Management
Virginia
$4K – – –