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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
551
Larson Financial Group
Missouri
$52.4K +$9.73K +70 +22%
HAP
552
Harbor Asset Planning
Massachusetts
$47.8K – – –
WAS
553
Winch Advisory Services
Wisconsin
$47.4K – – –
IWP
554
IAG Wealth Partners
Wisconsin
$45.3K – – –
CAL
555
Capital Analysts LLC
Pennsylvania
$45K -$8.06K -58 -15%
SS
556
Sunbelt Securities
Texas
$43.8K +$139 +1 +0.3%
TC
557
Truvestments Capital
Florida
$40.6K – – –
IAAG
558
Innovative Asset Advisors Group
Connecticut
$40.6K +$41.7K +300 New
TWD
559
True Wealth Design
Ohio
$40.2K +$11.4K +82 +38%
LI
560
LRI Investments
Florida
$39.8K +$20K +144 +96%
SR
561
Swiss Re
Switzerland
$39.2K – – –
FMP
562
Financial Management Professionals
Texas
$37.2K +$14.2K +102 +59%
IA
563
IFP Advisors
Florida
$36K -$834 -6 -2%
BTC
564
Bank & Trust Company
Illinois
$35.6K – – –
1IA
565
1620 Investment Advisors
Massachusetts
$34.4K – – –
TPWA
566
Twin Peaks Wealth Advisors
California
$34.1K +$35K +252 New
WOSD
567
WFA of San Diego
California
$33.8K – – –
TC
568
Trust Company
Kansas
$26.1K – – –
BP
569
BNP Paribas
France
$25.7K +$26.4K +190 New
BGAI
570
Bruce G. Allen Investments
Colorado
$24.1K – – –
FHC
571
First Horizon Corporation
Tennessee
$22.7K +$23.3K +168 New
JWM
572
JPL Wealth Management
Colorado
$20.7K +$21.3K +153 New
CPG
573
Cornerstone Planning Group
New Jersey
$20.2K +$3.47K +25 +23%
BTI
574
Blue Trust Inc
Georgia
$18K – – –
JGIA
575
Jackson Grant Investment Advisers
Connecticut
$17.9K +$139 +1 +0.8%
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