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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
426
IAG Wealth Partners
Wisconsin
$49.1K +$22.4K +268 +118%
EWA
427
EverSource Wealth Advisors
Alabama
$45.8K +$10.9K +130 +39%
CAL
428
Capital Analysts LLC
Pennsylvania
$45K +$334 +4 +0.9%
MPWT
429
MassMutual Private Wealth & Trust
Connecticut
$44.6K -$167 -2 -0.4%
HT
430
Headlands Technologies
Illinois
$43.8K +$37K +443 New
CFB
431
Cullen/Frost Bankers
Texas
$41.3K +$33.8K +405 +3,375%
SIS
432
Strategic Investment Solutions
Illinois
$39.6K +$33.4K +400 New
GWS
433
Glassman Wealth Services
Virginia
$36.6K -$14.9K -179 -33%
BTI
434
Blue Trust Inc
Georgia
$36K +$4.01K +48 +13%
WAS
435
Winch Advisory Services
Wisconsin
$34.6K – – –
BF
436
BOK Financial
Oklahoma
$33.8K – – –
CLOS
437
Compagnie Lombard Odier SCmA
Switzerland
$33.8K – – –
PS
438
Principal Securities
Iowa
$33.4K +$28.2K +338 New
ZB
439
Zions Bancorporation
Utah
$30.7K -$250 -3 -1%
CG
440
Cutler Group
California
$30K +$11.4K +136 +79%
TFIPS
441
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.7K +$22.5K +270 New
VAG
442
VisionPoint Advisory Group
Texas
$25.9K +$334 +4 +2%
CFGS
443
Concourse Financial Group Securities
Alabama
$23.7K – – –
FA
444
Financial Avengers
California
$21.1K – – –
NA
445
NewEdge Advisors
Louisiana
$20.6K +$2K +24 +13%
RIL
446
Rothschild Investment LLC
Illinois
$19.8K +$16.7K +200 New
JWA
447
JFS Wealth Advisors
Pennsylvania
$19.2K +$4.76K +57 +42%
FMP
448
Financial Management Professionals
Texas
$19K +$751 +9 +5%
ACA
449
Atlas Capital Advisors
Wyoming
$18.8K -$12.4K -149 -44%
BGAI
450
Bruce G. Allen Investments
Colorado
$18K +$15.2K +182 New
16 17
18
19 20