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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
IA
426
IFP Advisors
Florida
$11K +$97 +1 +0.6%
MA
427
MCF Advisors
Kentucky
$10K – – –
OC
428
Oakworth Capital
Alabama
$10K – – –
CP
429
Castleview Partners
Texas
$9K -$3.78M -39,121 -100%
SSG
430
Summit Securities Group
New York
$9K -$193 -2 -2%
CSB
431
City State Bank
Iowa
$9K – – –
MSFP
432
Mark Sheptoff Financial Planning
Connecticut
$9K – – –
SCA
433
Stonebridge Capital Advisors
Minnesota
$9K – – –
SC
434
Schubert & Co
Texas
$9K +$1.93K +20 +23%
MWC
435
MBM Wealth Consultants
Missouri
$8K – – –
RG
436
Retirement Group
California
$8K +$9.19K +95 New
EARNEST Partners
437
EARNEST Partners
Georgia
$7K – – –
BIA
438
Bell Investment Advisors
California
$6K – – –
EWA
439
EverSource Wealth Advisors
Alabama
$6K – – –
IWP
440
IAG Wealth Partners
Wisconsin
$6K – – –
CFD
441
Creative Financial Designs
Indiana
$5K – – –
HGERS
442
Householder Group Estate & Retirement Specialist
Arizona
$5K +$6K +62 New
MWM
443
Mascoma Wealth Management
New Hampshire
$4K – – –
M
444
MOTCO
Texas
$4K – – –
SMG
445
Spectrum Management Group
Indiana
$4K – – –
TH
446
TCTC Holdings
Texas
$4K – – –
FP
447
Financial Perspectives
Minnesota
$3.76K – – –
Acadian Asset Management
448
Acadian Asset Management
Massachusetts
$3K – – –
PPWM
449
PFG Private Wealth Management
Florida
$3K – – –
SWM
450
Sugarloaf Wealth Management
Georgia
$3K – – –