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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
KFG
601
Kingdom Financial Group
Arizona
$7.31K +$7.5K +54 New
FA
602
Financial Avengers
California
$6.77K – – –
MCM
603
MV Capital Management
Maryland
$6.77K +$5.97K +43 +614%
AEPWM
604
Atlantic Edge Private Wealth Management
Florida
$6.77K +$6.95K +50 New
RF
605
RetireMitten Financial
Michigan
$6.77K +$6.95K +50 New
FP
606
Financial Perspectives
Minnesota
$6.55K – – –
SIC
607
SJS Investment Consulting
Ohio
$5.82K – – –
RWM
608
Raffa Wealth Management
District of Columbia
$5.55K – – –
CTA
609
Colonial Trust Advisors
South Carolina
$5.41K – – –
PCM
610
Penserra Capital Management
California
$5K -$417 -3 -7%
MPW
611
MASECO Private Wealth
$4.82K +$5K +36 New
WPWM
612
Western Pacific Wealth Management
Illinois
$4.33K – – –
RFP
613
Root Financial Partners
California
$3.92K +$3.06K +22 +314%
SC
614
Steph & Co
Wisconsin
$3.38K – – –
BIA
615
Bell Investment Advisors
California
$3.11K – – –
GFA
616
Godfrey Financial Associates
New York
$3.11K – – –
PFBT
617
Parkside Financial Bank & Trust
Missouri
$3.11K – – –
CFM
618
Cornerstone Financial Management
Massachusetts
$3.11K +$973 +7 +44%
VNA
619
Valley National Advisers
Pennsylvania
$3K – – –
KG
620
Kilter Group
New York
$2.98K -$417 -3 -12%
EWM
621
Evolution Wealth Management
Florida
$2.44K – – –
Optiver Holding
622
Optiver Holding
Netherlands
$2.03K +$2.08K +15 New
HFS
623
Hantz Financial Services
Michigan
$2K – – –
WA
624
Westfuller Advisors
New York
$1.87K – – –
CA
625
CoreCap Advisors
Michigan
$1.64K – – –