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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
MWC
451
MBM Wealth Consultants
Missouri
$8K – – –
GIS
452
Grayhawk Investment Strategies
Alberta, Canada
$6.98K +$162K +1,750 New
IWP
453
IAG Wealth Partners
Wisconsin
$6.07K – – –
IA
454
IFP Advisors
Florida
$6K -$7.31K -79 -44%
BIA
455
Bell Investment Advisors
California
$5.89K – – –
PFA
456
Pathway Financial Advisers
Indiana
$5.44K +$5.55K +60 New
HGERS
457
Householder Group Estate & Retirement Specialist
Arizona
$5K – – –
CFD
458
Creative Financial Designs
Indiana
$4.77K +$93 +1 +2%
MWM
459
Mascoma Wealth Management
New Hampshire
$4.53K – – –
FP
460
Financial Perspectives
Minnesota
$3.92K – – –
M
461
MOTCO
Texas
$3.62K – – –
CTA
462
Colonial Trust Advisors
South Carolina
$3.62K +$3.7K +40 New
Acadian Asset Management
463
Acadian Asset Management
Massachusetts
$3K – – –
PPWM
464
PFG Private Wealth Management
Florida
$3K – – –
PCM
465
Penserra Capital Management
California
$3K +$3.33K +36 New
SWM
466
Sugarloaf Wealth Management
Georgia
$2.99K – – –
WPWM
467
Western Pacific Wealth Management
Illinois
$2.9K – – –
FHA
468
First Horizon Advisors
Tennessee
$2.54K – – –
FCA
469
Fortis Capital Advisors
Kansas
$2.36K +$2.41K +26 New
SSB
470
Sandy Spring Bank
Maryland
$2.08K – – –
RWM
471
Raffa Wealth Management
District of Columbia
$1.18K – – –
CFB
472
Cullen/Frost Bankers
Texas
$1.09K -$55.5K -600 -98%
CA
473
CoreCap Advisors
Michigan
$1.09K +$1.11K +12 New
GFWA
474
Grey Fox Wealth Advisors
Delaware
$1.09K +$1.11K +12 New
BWM
475
Baystate Wealth Management
Massachusetts
$1K – – –