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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
226
Creative Planning
Kansas
$664K +$161K +2,419 +36%
OWP
227
Obermeyer Wealth Partners
Colorado
$661K -$140K -2,099 -19%
AG
228
Advisor Group
Arizona
$653K +$142K +2,136 +31%
GC
229
Guggenheim Capital
Illinois
$651K -$3.15M -47,211 -84%
CG
230
Caprock Group
Idaho
$629K -$320K -4,795 -35%
LNWWM
231
Laird Norton Wetherby Wealth Management
California
$625K -$15.4K -231 -3%
DADC
232
D.A. Davidson & Co
Montana
$613K +$541K +8,110 +1,904%
1IA
233
1834 Investment Advisors
Wisconsin
$571K -$204K -3,063 -28%
ABC
234
Associated Banc-Corp
Wisconsin
$564K -$137K -2,051 -21%
AIG
235
American International Group
New York
$546K
ST
236
Smithfield Trust
Pennsylvania
$545K +$427K +6,396 +540%
Geode Capital Management
237
Geode Capital Management
Massachusetts
$529K +$491K +7,359 New
PAS
238
Partnervest Advisory Services
California
$519K +$481K +7,215 New
SWM
239
SVA Wealth Management
Wisconsin
$518K -$2.6K -39 -0.5%
BT
240
Beacon Trust
New Jersey
$518K
Wolverine Trading
241
Wolverine Trading
Illinois
$516K +$191K +2,868 +67%
PAMU
242
Pictet Asset Management (UK)
United Kingdom
$508K -$59.8K -896 -11%
Luther King Capital Management (LKCM)
243
Luther King Capital Management (LKCM)
Texas
$502K +$465K +6,977 New
BFEC
244
Benjamin F. Edwards & Company
Missouri
$495K
JIC
245
Johnson Investment Counsel
Ohio
$495K
TIM
246
Thompson Investment Management
Wisconsin
$493K -$28.7K -431 -6%
LTFS
247
Ladenburg Thalmann Financial Services
Florida
$469K +$1.33K +20 +0.3%
NL
248
NWAM LLC
Washington
$467K -$8.34K -125 -2%
DIA
249
Dana Investment Advisors
Wisconsin
$465K
JWM
250
Jacobus Wealth Management
Wisconsin
$452K