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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
451
IAG Wealth Partners
Wisconsin
$6.05K – – –
CG
452
Cutler Group
California
$6K +$6.45K +73 New
VWM
453
Venturi Wealth Management
Texas
$5.42K – – –
CFD
454
Creative Financial Designs
Indiana
$4.86K +$88 +1 +2%
IA
455
IFP Advisors
Florida
$4.52K – – –
FP
456
Financial Perspectives
Minnesota
$3.98K – – –
CTA
457
Colonial Trust Advisors
South Carolina
$3.61K – – –
M
458
MOTCO
Texas
$3.61K – – –
Acadian Asset Management
459
Acadian Asset Management
Massachusetts
$3K -$398K -4,500 -99%
PCM
460
Penserra Capital Management
California
$3K – – –
SWM
461
Sugarloaf Wealth Management
Georgia
$2.98K – – –
KFI
462
Key Financial Inc
Pennsylvania
$2.98K +$2.92K +33 New
WPWM
463
Western Pacific Wealth Management
Illinois
$2.89K – – –
FHA
464
First Horizon Advisors
Tennessee
$2.53K – – –
SSB
465
Sandy Spring Bank
Maryland
$2.08K – – –
BIA
466
Bell Investment Advisors
California
$1.18K -$1.41K -16 -55%
RWM
467
Raffa Wealth Management
District of Columbia
$1.17K – – –
CFB
468
Cullen/Frost Bankers
Texas
$1.08K – – –
BWM
469
Baystate Wealth Management
Massachusetts
$1.06K – – –
MFT
470
Moisand Fitzgerald Tamayo
Florida
$91 – – –
AM
471
AGF Management
Ontario, Canada
– -$186M -2,088,905 Closed
TIM
472
Timelo Investment Management
Ontario, Canada
– -$9.36M -105,000 Closed
WBC
473
Westpac Banking Corp
Australia
– -$9.61M -79,850 Closed
CAM
474
ClariVest Asset Management
California
– -$7.03M -78,724 Closed
Voloridge Investment Management
475
Voloridge Investment Management
Florida
– -$2.87M -32,258 Closed