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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
301
Partnervest Advisory Services
California
$258K +$251K +3,223 New
HAG
302
HighPoint Advisor Group
Illinois
$257K +$3.82K +49 +1%
CB
303
Commerce Bank
Missouri
$254K -$5.77K -74 -2%
DDPIC
304
Deroy & Devereaux Private Investment Counsel
Michigan
$252K – – –
BBHC
305
Brown Brothers Harriman & Co
New York
$246K – – –
CCA
306
Checchi Capital Advisers
California
$244K +$238K +3,051 New
LC
307
Lourd Capital
California
$242K +$235K +3,020 New
NA
308
Neuburgh Advisers
California
$239K – – –
LFA
309
Legacy Financial Advisors
Kentucky
$236K +$231K +2,959 New
GT
310
Glenmede Trust
Pennsylvania
$233K +$19.3K +247 +9%
IWM
311
IHT Wealth Management
Illinois
$231K – – –
CLOS
312
Compagnie Lombard Odier SCmA
Switzerland
$230K +$112K +1,440 +100%
VFA
313
Voya Financial Advisors
Connecticut
$229K +$11.7K +150 +6%
LFG
314
LifePlan Financial Group
Ohio
$228K – – –
PWP
315
Private Wealth Partners
California
$224K – – –
DTL
316
Dynamic Technology Lab
Singapore
$224K +$219K +2,810 New
PAG
317
Private Advisor Group
New Jersey
$223K -$201K -2,573 -48%
BRWA
318
B. Riley Wealth Advisors
Florida
$222K +$216K +2,768 New
PWLP
319
Prio Wealth Limited Partnership
Massachusetts
$221K -$7.8K -100 -3%
LPT
320
Legacy Private Trust
Wisconsin
$221K – – –
MC
321
Moors & Cabot
Massachusetts
$220K -$17K -218 -7%
HNB
322
Huntington National Bank
Ohio
$219K -$1.72K -22 -0.8%
PP
323
Patten & Patten
Tennessee
$218K – – –
QI
324
QS Investors
New York
$214K -$60.4K -775 -22%
PNC
325
Park National Corp
Ohio
$209K +$204K +2,612 New
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