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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
501
JNBA Financial Advisors
Minnesota
$59.7K -$4.97K -42 -8%
TC
502
Truvestments Capital
Florida
$53.8K +$592 +5 +1%
SAM
503
Smartleaf Asset Management
Massachusetts
$52.8K +$25K +211 +108%
CA
504
Crewe Advisors
Utah
$52.1K -$2.37K -20 -5%
SIS
505
Strategic Investment Solutions
Illinois
$52.1K – – –
VFM
506
Vision Financial Markets
Connecticut
$52.1K – – –
TFA
507
Toth Financial Advisory
Virginia
$52.1K +$47.4K +400 New
CAL
508
Capital Analysts LLC
Pennsylvania
$50K +$355 +3 +0.8%
HAP
509
Harbor Asset Planning
Massachusetts
$46K – – –
WAS
510
Winch Advisory Services
Wisconsin
$45.6K – – –
PFA
511
Pathway Financial Advisers
Indiana
$45.2K +$41.2K +348 New
IWP
512
IAG Wealth Partners
Wisconsin
$43.6K – – –
SS
513
Sunbelt Securities
Texas
$42.1K +$38.2K +323 New
IA
514
IFP Advisors
Florida
$35.4K +$710 +6 +2%
BTC
515
Bank & Trust Company
Illinois
$34.3K – – –
1IA
516
1620 Investment Advisors
Massachusetts
$33.1K -$592 -5 -2%
WOSD
517
WFA of San Diego
California
$32.6K – – –
LFG
518
Larson Financial Group
Missouri
$31K +$23.2K +196 +467%
TWD
519
True Wealth Design
Ohio
$28K +$25.5K +215 New
CTB
520
Country Trust Bank
Illinois
$25.1K +$4.03K +34 +21%
TC
521
Trust Company
Kansas
$24.5K – – –
AA
522
Addison Advisors
Vermont
$23.4K +$5.68K +48 +36%
BGAI
523
Bruce G. Allen Investments
Colorado
$23.2K – – –
FMP
524
Financial Management Professionals
Texas
$22.5K – – –
JWM
525
JPL Wealth Management
Colorado
$20.1K +$18.2K +154 New
19 20
21
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