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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
451
Mark Sheptoff Financial Planning
Connecticut
$10K
OC
452
Oakworth Capital
Alabama
$10K
SCA
453
Stonebridge Capital Advisors
Minnesota
$10K
SSG
454
Summit Securities Group
New York
$10K +$10.8K +102 New
EARNEST Partners
455
EARNEST Partners
Georgia
$8K
MWC
456
MBM Wealth Consultants
Missouri
$8K
GIS
457
Grayhawk Investment Strategies
Alberta, Canada
$8K +$7.01K +66 New
SC
458
Schubert & Co
Texas
$8K +$9.24K +87 New
IWP
459
IAG Wealth Partners
Wisconsin
$6K -$23.6K -222 -77%
EWA
460
EverSource Wealth Advisors
Alabama
$6K
GI
461
Gradient Investments
Minnesota
$6K
HWA
462
HHM Wealth Advisors
Tennessee
$6K
BIA
463
Bell Investment Advisors
California
$6K +$6.91K +65 New
RIM
464
Rockbridge Investment Management
New York
$5K
HPC
465
HM Payson & Co
Maine
$5K
MWM
466
Mascoma Wealth Management
New Hampshire
$5K
SMG
467
Spectrum Management Group
Indiana
$5K
TH
468
TCTC Holdings
Texas
$5K
VRM
469
Vectors Research Management
New York
$5K
CFD
470
Creative Financial Designs
Indiana
$5K +$106 +1 +2%
FP
471
Financial Perspectives
Minnesota
$4.1K +$106 +1 +2%
Acadian Asset Management
472
Acadian Asset Management
Massachusetts
$4K
M
473
MOTCO
Texas
$4K
FMB
474
Field & Main Bank
Kentucky
$4K +$4.25K +40 New
DI
475
Disciplined Investments
Oklahoma
$3K