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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$17K -$2.47K -25 -13%
ME
402
McIlrath & Eck
Washington
$16K – – –
CP
403
Corbenic Partners
Pennsylvania
$16K +$15K +152 New
FWM
404
Focused Wealth Management
New York
$15K – – –
LS
405
Leelyn Smith
Illinois
$15K – – –
NFG
406
Next Financial Group
Texas
$15K – – –
GWS
407
Glassman Wealth Services
Virginia
$15K +$395 +4 +3%
FMP
408
Financial Management Professionals
Texas
$13K – – –
GRP
409
Global Retirement Partners
California
$13K – – –
TCM
410
Tradewinds Capital Management
Washington
$13K – – –
BCA
411
Berman Capital Advisors
Georgia
$13K +$99 +1 +0.8%
AssetMark Inc
412
AssetMark Inc
California
$12K – – –
GWSG
413
GPS Wealth Strategies Group
Colorado
$12K – – –
MA
414
MCF Advisors
Kentucky
$11K +$10.9K +110 New
Optiver Holding
415
Optiver Holding
Netherlands
$11K +$11.1K +112 New
FA
416
Financial Avengers
California
$10K -$4.93K -50 -33%
MSFP
417
Mark Sheptoff Financial Planning
Connecticut
$10K – – –
CP
418
Castleview Partners
Texas
$10K +$9.87K +100 New
MWC
419
MBM Wealth Consultants
Missouri
$9K – – –
MG
420
MilWealth Group
Wisconsin
$8.82K – – –
EARNEST Partners
421
EARNEST Partners
Georgia
$8K – – –
GI
422
Gradient Investments
Minnesota
$7K – – –
HWA
423
HHM Wealth Advisors
Tennessee
$7K – – –
FHA
424
First Horizon Advisors
Tennessee
$7K +$790 +8 +13%
ED
425
Exane Derivatives
France
$6.65K +$6.42K +65 New