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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
501
Pineridge Advisors
Missouri
$9.34K – – –
SC
502
SouthState Corp
Florida
$9.32K +$9.07K +96 New
HWM
503
Hemington Wealth Management
Virginia
$9K -$473 -5 -5%
CSPIA
504
Cary Street Partners Investment Advisory
Virginia
$8.05K -$353K -3,731 -98%
JFGIW
505
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.81K -$62.3K -659 -89%
GIA
506
GHP Investment Advisors
Colorado
$7.67K -$44.9K -475 -86%
MIA
507
MeadowBrook Investment Advisors
Michigan
$7.28K – – –
SRCM
508
Signature Resources Capital Management
California
$6.89K – – –
GWSG
509
GPS Wealth Strategies Group
Colorado
$6.31K – – –
PCM
510
Penserra Capital Management
California
$6K – – –
CPG
511
Cornerstone Planning Group
New Jersey
$5.85K +$1.42K +15 +35%
OP
512
ORG Partners
Indiana
$5.72K +$5.58K +59 New
PWA
513
Physician Wealth Advisors
Utah
$5.43K +$5.29K +56 New
ME
514
McIlrath & Eck
Washington
$5.34K -$9.92K -105 -66%
VCM
515
Versant Capital Management
Arizona
$5.14K +$5.01K +53 New
FA
516
Financial Avengers
California
$4.85K – – –
SFGP
517
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.85K +$4.73K +50 New
FP
518
Financial Perspectives
Minnesota
$4.53K +$95 +1 +2%
HWP
519
Highline Wealth Partners
California
$4.46K +$284 +3 +7%
CAWM
520
Capital A Wealth Management
Pennsylvania
$4.27K +$4.16K +44 New
CJH
521
Christopher J. Hasenberg
Wisconsin
$4.17K – – –
CTA
522
Colonial Trust Advisors
South Carolina
$3.88K – – –
KIM
523
Kestra Investment Management
Texas
$3.79K +$3.69K +39 New
NC
524
NewSquare Capital
Pennsylvania
$3.69K +$3.59K +38 New
WPWM
525
Western Pacific Wealth Management
Illinois
$3.11K – – –
19 20
21
22 23