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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
601
MCF Advisors
Kentucky
$19.4K – – –
SFAM
602
Sawyer Falduto Asset Management
Illinois
$19.4K – – –
EP
603
Essential Partners
California
$19.3K – – –
PWPS
604
Pinnacle Wealth Planning Services
Ohio
$18.9K – – –
WPWM
605
Western Pacific Wealth Management
Illinois
$18K +$11K +70 +219%
TAP
606
Tounjian Advisory Partners
Florida
$17.8K +$15.9K +101 New
PGAM
607
Princeton Global Asset Management
New Jersey
$17.7K – – –
TPCW
608
TD Private Client Wealth
New York
$15.6K -$2.04M -12,989 -99%
RF
609
Rossby Financial
Florida
$15K +$629 +4 +5%
FC
610
Financial Consulate
Maryland
$14.1K +$1.57K +10 +14%
GIA
611
GHP Investment Advisors
Colorado
$14K – – –
EWP
612
Elevation Wealth Partners
California
$14K +$12.4K +79 New
BFPW
613
BOK Financial Private Wealth
Colorado
$13.3K +$11.8K +75 New
SRCM
614
Signature Resources Capital Management
California
$12.5K – – –
WIM
615
Westside Investment Management
California
$12.4K – – –
PWA
616
Physician Wealth Advisors
Utah
$11.7K +$943 +6 +10%
PTC
617
Private Trust Company
Ohio
$11.7K -$80K -509 -89%
HWP
618
Highline Wealth Partners
California
$11.5K – – –
CFM
619
Cornerstone Financial Management
Massachusetts
$11.5K +$6.6K +42 +183%
CTB
620
Country Trust Bank
Illinois
$11K – – –
TCM
621
Triumph Capital Management
Colorado
$10.8K +$629 +4 +7%
PCM
622
Penserra Capital Management
California
$9K +$1.42K +9 +21%
AEPWM
623
Atlantic Edge Private Wealth Management
Florida
$8.84K – – –
FA
624
Financial Avengers
California
$8.84K – – –
RWM
625
Raffa Wealth Management
District of Columbia
$8.66K +$1.26K +8 +20%
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