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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
576
JPL Wealth Management
Colorado
$53.2K +$23.3K +148 +97%
CH
577
CDKV Holdings
Colorado
$53K -$17.6K -112 -27%
TC
578
Truvestments Capital
Florida
$53K
TWD
579
True Wealth Design
Ohio
$52.5K
MFP
580
Meramec Financial Planners
Missouri
$52.3K +$46.1K +293 New
ZBNA
581
Zions Bancorporation, National Association
Utah
$49.1K -$3.34M -21,272 -99%
IA
582
IFP Advisors
Florida
$48.2K +$1.1K +7 +3%
BTC
583
Bank & Trust Company
Illinois
$46.5K
FMP
584
Financial Management Professionals
Texas
$45.9K -$2.36K -15 -5%
1IA
585
1620 Investment Advisors
Massachusetts
$44.9K
Nisa Investment Advisors
586
Nisa Investment Advisors
Missouri
$41.2K +$22.5K +143 +159%
FHC
587
First Horizon Corporation
Tennessee
$36.6K +$6.13K +39 +23%
TC
588
Trust Company
Kansas
$34.1K
BGAI
589
Bruce G. Allen Investments
Colorado
$31.5K
BFS
590
Bare Financial Services
Pennsylvania
$28.8K +$11K +70 +75%
EDRH
591
Edmond de Rothschild Holding
Switzerland
$28.2K +$25.1K +160 New
TWIM
592
TIAA Wealth Investment Management
New York
$25.2K +$22.5K +143 New
CRI
593
Commonwealth Retirement Investments
Virginia
$24.6K +$21.8K +139 New
CPG
594
Cornerstone Planning Group
New Jersey
$24K
JGIA
595
Jackson Grant Investment Advisers
Connecticut
$23.6K +$157 +1 +0.8%
BTI
596
Blue Trust Inc
Georgia
$23.5K
JWA
597
JFS Wealth Advisors
Pennsylvania
$23.3K +$1.73K +11 +9%
KG
598
Kilter Group
New York
$23.3K +$17.3K +110 +500%
ITIM
599
Indiana Trust & Investment Management
Indiana
$23K +$20.4K +130 New
TCM
600
Tradewinds Capital Management
Washington
$22.1K