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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
626
Financial Perspectives
Minnesota
$8.6K +$157 +1 +2%
SIC
627
SJS Investment Consulting
Ohio
$7.6K – – –
CTA
628
Colonial Trust Advisors
South Carolina
$7.07K – – –
MCM
629
MV Capital Management
Maryland
$5.66K -$2.83K -18 -36%
MG
630
Mather Group
Illinois
$5.48K -$105K -669 -96%
AA
631
Addison Advisors
Vermont
$4.95K -$16.3K -104 -79%
VNA
632
Valley National Advisers
Pennsylvania
$4.59K – – –
SC
633
Steph & Co
Wisconsin
$4.42K – – –
BIA
634
Bell Investment Advisors
California
$4.07K – – –
GFA
635
Godfrey Financial Associates
New York
$4.06K – – –
CA
636
Continuum Advisory
Idaho
$3.18K +$2.83K +18 New
SHIM
637
Stone House Investment Management
Pennsylvania
$2.47K +$629 +4 +40%
TFA
638
Transamerica Financial Advisors
Florida
$2.3K +$2.04K +13 New
CA
639
CoreCap Advisors
Michigan
$2.14K – – –
PWAM
640
Private Wealth Asset Management
Iowa
$2.12K – – –
LSA
641
Leonteq Securities AG
Switzerland
$2.12K +$1.89K +12 New
NWMP
642
Noble Wealth Management PBC
Colorado
$2.12K +$1.89K +12 New
HFS
643
Hantz Financial Services
Michigan
$2K – – –
FNWA
644
Financial Network Wealth Advisors
Utah
$1.94K +$472 +3 +38%
APFP
645
Action Point Financial Planning
Michigan
$1.59K +$1.57K +10 New
DWM
646
Dogwood Wealth Management
Kansas
$1.59K +$1.42K +9 New
MIM
647
Marshall Investment Management
Colorado
$1.41K +$1.26K +8 New
RCM
648
Raleigh Capital Management
North Carolina
$1.14K -$1.11M -7,088 -100%
CFD
649
Creative Financial Designs
Indiana
$1.06K – – –
RWM
650
RMG Wealth Management
Wisconsin
$367 – – –
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