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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
451
GPS Wealth Strategies Group
Colorado
$13K
TCM
452
Tradewinds Capital Management
Washington
$13K
OF
453
Outfitter Financial
Maine
$13K +$13.5K +125 New
AssetMark Inc
454
AssetMark Inc
California
$12K
OC
455
Oakworth Capital
Alabama
$12K +$11.7K +109 New
MSFP
456
Mark Sheptoff Financial Planning
Connecticut
$11K
MPWT
457
MassMutual Private Wealth & Trust
Connecticut
$11K +$4.85K +45 +82%
Carson Wealth (CWM LLC)
458
Carson Wealth (CWM LLC)
Nebraska
$11K +$11.3K +105 New
RG
459
Retirement Group
California
$10K +$10.2K +95 New
EARNEST Partners
460
EARNEST Partners
Georgia
$9K
MWC
461
MBM Wealth Consultants
Missouri
$9K
BWM
462
BerganKDV Wealth Management
Minnesota
$8K +$8.08K +75 New
FHA
463
First Horizon Advisors
Tennessee
$7K
GI
464
Gradient Investments
Minnesota
$7K
HWA
465
HHM Wealth Advisors
Tennessee
$7K
ED
466
Exane Derivatives
France
$6.97K
RIM
467
Rockbridge Investment Management
New York
$6K
JWA
468
JFS Wealth Advisors
Pennsylvania
$6K +$6.04K +56 New
EWA
469
EverSource Wealth Advisors
Alabama
$6K +$6.79K +63 New
MWM
470
Mascoma Wealth Management
New Hampshire
$5K
VRM
471
Vectors Research Management
New York
$5K +$108 +1 +2%
HPC
472
HM Payson & Co
Maine
$5K +$5.17K +48 New
FP
473
Financial Perspectives
Minnesota
$4.52K +$4.53K +42 New
M
474
MOTCO
Texas
$4K
PPWM
475
PFG Private Wealth Management
Florida
$4K