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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
301
Princeton Global Asset Management
New Jersey
$35K
RFA
302
Reilly Financial Advisors
California
$30K -$12.2K -210 -29%
KPCM
303
Kings Point Capital Management
New York
$30K
WAS
304
Winch Advisory Services
Wisconsin
$25K +$4.98K +86 +25%
WT
305
Whittier Trust
California
$24K
IA
306
IFP Advisors
Florida
$23K
CLOS
307
Compagnie Lombard Odier SCmA
Switzerland
$20K
ZB
308
Zions Bancorporation
Utah
$19K -$1.79K -31 -9%
Rockefeller Capital Management
309
Rockefeller Capital Management
New York
$17K -$6.54K -113 -27%
CFGS
310
Concourse Financial Group Securities
Alabama
$15K +$14.5K +250 New
BFC
311
Bedel Financial Consulting
Indiana
$15K +$15.1K +260 New
AAP
312
Arax Advisory Partners
Colorado
$13K
TPWA
313
TRUE Private Wealth Advisors
Oregon
$13K +$116 +2 +0.9%
MSFP
314
Mark Sheptoff Financial Planning
Connecticut
$12K
SBL
315
Sargent Bickham Lagudis
Colorado
$12K
FWM
316
Focused Wealth Management
New York
$9K
LS
317
Leelyn Smith
Illinois
$9K
BCA
318
Berman Capital Advisors
Georgia
$9K +$58 +1 +0.6%
CIA
319
Cascade Investment Advisors
Oregon
$8.76K
GRP
320
Global Retirement Partners
California
$8K
TAIM
321
TD Ameritrade Investment Management
Nebraska
$8K +$521 +9 +7%
NFG
322
Next Financial Group
Texas
$8K +$8.34K +144 New
AssetMark Inc
323
AssetMark Inc
California
$7K -$28.6K -494 -81%
TCM
324
Tradewinds Capital Management
Washington
$7K -$984 -17 -12%
FMII
325
Farmers & Merchants Investments Inc
Nebraska
$6K