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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
301
Americafirst Capital Management
California
$145K +$145K +2,284 New
PAM
302
Panagora Asset Management
Massachusetts
$143K – – –
SSB
303
Sandy Spring Bank
Maryland
$141K – – –
MIC
304
MU Investments Company
Japan
$123K -$108K -1,700 -47%
TRCT
305
Tower Research Capital (TRC)
New York
$123K +$113K +1,782 +1,196%
KTC
306
Kistler-Tiffany Companies
Pennsylvania
$112K – – –
SBL
307
Sargent Bickham Lagudis
Colorado
$95K +$17.6K +278 +23%
WAM
308
Wealthspire Advisors (Maryland)
Maryland
$86K – – –
TA
309
Teachers Advisors
New York
$85K +$85.3K +1,345 New
ACS
310
Archford Capital Strategies
Illinois
$83K -$665K -10,495 -89%
S
311
SignatureFD
Georgia
$81K +$16.4K +258 +25%
TWA
312
TCI Wealth Advisors
Arizona
$80K – – –
FHA
313
First Horizon Advisors
Tennessee
$78K -$2.79K -44 -3%
IP
314
Isthmus Partners
Wisconsin
$76K – – –
ST
315
Smithfield Trust
Pennsylvania
$75K – – –
ClearBridge Investments
316
ClearBridge Investments
New York
$73K +$9.89K +156 +16%
IA
317
IFP Advisors
Florida
$71K +$47.7K +753 +207%
SWA
318
Sutton Wealth Advisors
Florida
$69.9K – – –
LOT
319
Lombard Odier Transatlantic
Quebec, Canada
$69K – – –
KPCM
320
Kings Point Capital Management
New York
$65K – – –
DSC
321
Duncker Streett & Co
Missouri
$64K – – –
IWMPD
322
Integrated Wealth Management (Palm Desert)
California
$63K +$49.2K +776 +346%
WAS
323
Winch Advisory Services
Wisconsin
$62K – – –
BBPWM
324
Blue Bell Private Wealth Management
Pennsylvania
$61K – – –
CTC
325
Central Trust Company
Missouri
$61K – – –