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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
576
IAG Wealth Partners
Wisconsin
$59.2K – – –
CAL
577
Capital Analysts LLC
Pennsylvania
$59K +$314 +2 +0.6%
LI
578
LRI Investments
Florida
$54.2K +$2.04K +13 +4%
JWM
579
JPL Wealth Management
Colorado
$53.2K +$23.3K +148 +97%
CH
580
CDKV Holdings
Colorado
$53K -$17.6K -112 -27%
TC
581
Truvestments Capital
Florida
$53K – – –
TWD
582
True Wealth Design
Ohio
$52.5K – – –
MFP
583
Meramec Financial Planners
Missouri
$52.3K +$46.1K +293 New
ZBNA
584
Zions Bancorporation, National Association
Utah
$49.1K -$3.34M -21,272 -99%
IA
585
IFP Advisors
Florida
$48.2K +$1.1K +7 +3%
BTC
586
Bank & Trust Company
Illinois
$46.5K – – –
FMP
587
Financial Management Professionals
Texas
$45.9K -$2.36K -15 -5%
1IA
588
1620 Investment Advisors
Massachusetts
$44.9K – – –
Nisa Investment Advisors
589
Nisa Investment Advisors
Missouri
$41.2K +$22.5K +143 +159%
FHC
590
First Horizon Corporation
Tennessee
$36.6K +$6.13K +39 +23%
TC
591
Trust Company
Kansas
$34.1K – – –
BGAI
592
Bruce G. Allen Investments
Colorado
$31.5K – – –
BFS
593
Bare Financial Services
Pennsylvania
$28.8K +$11K +70 +75%
EDRH
594
Edmond de Rothschild Holding
Switzerland
$28.2K +$25.1K +160 New
TWIM
595
TIAA Wealth Investment Management
New York
$25.2K +$22.5K +143 New
CRI
596
Commonwealth Retirement Investments
Virginia
$24.6K +$21.8K +139 New
CPG
597
Cornerstone Planning Group
New Jersey
$24K – – –
JGIA
598
Jackson Grant Investment Advisers
Connecticut
$23.6K +$157 +1 +0.8%
BTI
599
Blue Trust Inc
Georgia
$23.5K – – –
JWA
600
JFS Wealth Advisors
Pennsylvania
$23.3K +$1.73K +11 +9%