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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CB
426
Community Bank
New York
$15K +$15.1K +150 New
FMP
427
Financial Management Professionals
Texas
$12K
GRP
428
Global Retirement Partners
California
$12K
GWSG
429
GPS Wealth Strategies Group
Colorado
$12K
TCM
430
Tradewinds Capital Management
Washington
$12K
FPS
431
Fieldpoint Private Securities
Connecticut
$12K +$12.3K +122 New
AssetMark Inc
432
AssetMark Inc
California
$11K
MA
433
MCF Advisors
Kentucky
$11K
FA
434
Financial Avengers
California
$10K
MSFP
435
Mark Sheptoff Financial Planning
Connecticut
$10K
MWC
436
MBM Wealth Consultants
Missouri
$9K
MG
437
MilWealth Group
Wisconsin
$8.58K
EARNEST Partners
438
EARNEST Partners
Georgia
$8K
TAIM
439
TD Ameritrade Investment Management
Nebraska
$8K +$14K +139 New
GI
440
Gradient Investments
Minnesota
$7K
ED
441
Exane Derivatives
France
$6.45K
CFD
442
Creative Financial Designs
Indiana
$6K
FHA
443
First Horizon Advisors
Tennessee
$6K
HWA
444
HHM Wealth Advisors
Tennessee
$6K
RCA
445
Ranch Capital Advisors
Florida
$6K
BCA
446
Berman Capital Advisors
Georgia
$5K -$7.75K -77 -58%
MPWT
447
MassMutual Private Wealth & Trust
Connecticut
$5K
VRM
448
Vectors Research Management
New York
$5K
MWM
449
Mascoma Wealth Management
New Hampshire
$5K +$5.03K +50 New
BIA
450
Bell Investment Advisors
California
$5K +$5.13K +51 New