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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
526
Blue Trust Inc
Georgia
$13.9K
TCM
527
Tradewinds Capital Management
Washington
$13.8K
JWA
528
JFS Wealth Advisors
Pennsylvania
$13.4K -$7.76K -77 -39%
SO
529
Sierra Ocean
California
$13.3K
MA
530
MCF Advisors
Kentucky
$12.2K
TCM
531
TruNorth Capital Management
Michigan
$11.1K -$40.8K -405 -80%
CPG
532
Cornerstone Planning Group
New Jersey
$10.4K +$3.53K +35 +60%
NC
533
NewSquare Capital
Pennsylvania
$10.1K +$5.04K +50 +122%
HWM
534
Hemington Wealth Management
Virginia
$10K
BIG
535
Brooklyn Investment Group
New York
$9.41K +$8.67K +86 New
GIA
536
GHP Investment Advisors
Colorado
$8.74K
SRCM
537
Signature Resources Capital Management
California
$7.86K
BFS
538
Bare Financial Services
Pennsylvania
$7.63K +$4.54K +45 +188%
GWSG
539
GPS Wealth Strategies Group
Colorado
$7.19K
PWA
540
Physician Wealth Advisors
Utah
$6.2K
ME
541
McIlrath & Eck
Washington
$6.08K
PCM
542
Penserra Capital Management
California
$6K
FA
543
Financial Avengers
California
$5.53K
FP
544
Financial Perspectives
Minnesota
$5.25K
HWP
545
Highline Wealth Partners
California
$5.09K +$302 +3 +7%
CJH
546
Christopher J. Hasenberg
Wisconsin
$4.76K
LFG
547
Larson Financial Group
Missouri
$4.65K -$15.2K -151 -78%
CTA
548
Colonial Trust Advisors
South Carolina
$4.42K
WTC
549
WhitTier Trust Company
Nevada
$4.42K
MPW
550
MASECO Private Wealth
$3.91K +$3.53K +35 New