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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
VFM
551
Vision Financial Markets
Connecticut
$54.1K – – –
LFG
552
Larson Financial Group
Missouri
$52.4K +$9.73K +70 +22%
HAP
553
Harbor Asset Planning
Massachusetts
$47.8K – – –
WAS
554
Winch Advisory Services
Wisconsin
$47.4K – – –
IWP
555
IAG Wealth Partners
Wisconsin
$45.3K – – –
CAL
556
Capital Analysts LLC
Pennsylvania
$45K -$8.06K -58 -15%
SS
557
Sunbelt Securities
Texas
$43.8K +$139 +1 +0.3%
TC
558
Truvestments Capital
Florida
$40.6K – – –
IAAG
559
Innovative Asset Advisors Group
Connecticut
$40.6K +$41.7K +300 New
TWD
560
True Wealth Design
Ohio
$40.2K +$11.4K +82 +38%
LI
561
LRI Investments
Florida
$39.8K +$20K +144 +96%
SR
562
Swiss Re
Switzerland
$39.2K – – –
FMP
563
Financial Management Professionals
Texas
$37.2K +$14.2K +102 +59%
IA
564
IFP Advisors
Florida
$36K -$834 -6 -2%
BTC
565
Bank & Trust Company
Illinois
$35.6K – – –
1IA
566
1620 Investment Advisors
Massachusetts
$34.4K – – –
TPWA
567
Twin Peaks Wealth Advisors
California
$34.1K +$35K +252 New
WOSD
568
WFA of San Diego
California
$33.8K – – –
TC
569
Trust Company
Kansas
$26.1K – – –
BP
570
BNP Paribas
France
$25.7K +$26.4K +190 New
BGAI
571
Bruce G. Allen Investments
Colorado
$24.1K – – –
FHC
572
First Horizon Corporation
Tennessee
$22.7K +$23.3K +168 New
JWM
573
JPL Wealth Management
Colorado
$20.7K +$21.3K +153 New
CPG
574
Cornerstone Planning Group
New Jersey
$20.2K +$3.47K +25 +23%
BTI
575
Blue Trust Inc
Georgia
$18K – – –
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23
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