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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
401
Bogart Wealth LLC
Virginia
$214K – – –
CCA
402
Cobblestone Capital Advisors
New York
$214K +$208K +2,200 New
TCWM
403
Total Clarity Wealth Management
Illinois
$212K -$8.7K -92 -4%
SIA
404
Schechter Investment Advisors
Michigan
$212K +$206K +2,182 New
CL
405
Choreo LLC
Illinois
$206K +$201K +2,128 New
TPM
406
Triasima Portfolio Management
Quebec, Canada
$205K +$200K +2,115 New
FA
407
FDx Advisors
Illinois
$204K +$198K +2,099 New
FCM
408
Firestone Capital Management
Florida
$204K +$198K +2,100 New
FAFN
409
First Affirmative Financial Network
Colorado
$203K -$36.9K -390 -16%
AFP
410
Ausdal Financial Partners
Iowa
$203K +$198K +2,095 New
AFA
411
Avant Financial Advisors
Texas
$202K +$197K +2,080 New
RWMH
412
Riverpoint Wealth Management Holdings
Illinois
$201K +$196K +2,075 New
SFG
413
SNS Financial Group
Minnesota
$200K +$195K +2,065 New
IRC
414
Investors Research Corp
Georgia
$198K -$11.3K -120 -6%
OC
415
Oarsman Capital
Wisconsin
$194K -$11.3K -120 -6%
GWM
416
Geneos Wealth Management
Colorado
$191K +$186K +1,970 New
AF
417
Allworth Financial
California
$171K +$34.9K +369 +28%
CH
418
Cromwell Holdings
Wyoming
$169K – – –
PS
419
Pinney & Scofield
Massachusetts
$165K +$161K +1,700 New
Macquarie Group
420
Macquarie Group
Australia
$157K – – –
GI
421
GAMMA Investing
California
$152K – – –
EWA
422
EverSource Wealth Advisors
Alabama
$147K -$3.12K -33 -2%
CT
423
Caldwell Trust
Florida
$146K – – –
GIBU
424
Gulf International Bank (UK)
United Kingdom
$145K -$58.8K -622 -29%
SS
425
SBI Securities
Japan
$145K +$141K +1,490 New