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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
451
AssetMark Inc
California
$9.64K
GWSG
452
GPS Wealth Strategies Group
Colorado
$9.64K
MA
453
MCF Advisors
Kentucky
$9.22K
MSFP
454
Mark Sheptoff Financial Planning
Connecticut
$8.38K
PA
455
Pineridge Advisors
Missouri
$8.06K
MIA
456
MeadowBrook Investment Advisors
Michigan
$6.29K
VWM
457
Venturi Wealth Management
Texas
$6.21K +$1.27K +14 +23%
SRCM
458
Signature Resources Capital Management
California
$5.95K
IA
459
IFP Advisors
Florida
$5.7K +$363 +4 +6%
PCM
460
Penserra Capital Management
California
$5K
FA
461
Financial Avengers
California
$4.19K -$4.54K -50 -50%
FP
462
Financial Perspectives
Minnesota
$3.84K +$91 +1 +2%
JFGIW
463
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.69K +$4K +44 New
CJH
464
Christopher J. Hasenberg
Wisconsin
$3.61K +$3.9K +43 New
FFA
465
Frazier Financial Advisors
Ohio
$3.52K +$726 +8 +24%
CTA
466
Colonial Trust Advisors
South Carolina
$3.35K
WPWM
467
Western Pacific Wealth Management
Illinois
$2.68K
CPG
468
Cornerstone Planning Group
New Jersey
$2.53K +$1.82K +20 +167%
VCM
469
Versant Capital Management
Arizona
$2.52K +$2.72K +30 New
VNA
470
Valley National Advisers
Pennsylvania
$2K +$2.72K +30 New
SSB
471
Sandy Spring Bank
Maryland
$1.93K
BFA
472
Brown Financial Advisors
Ohio
$1.34K +$1.45K +16 New
RWM
473
Raffa Wealth Management
District of Columbia
$1.09K
AAP
474
Arax Advisory Partners
Colorado
$1.01K +$1.09K +12 New
HWP
475
Highline Wealth Partners
California
$755 +$817 +9 New