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Bank of Montreal

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