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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
PP
301
Patten & Patten
Tennessee
$212K +$190K +2,783 New
CFN
302
Cordasco Financial Network
Florida
$210K +$274 +4 +0.1%
FTDI
303
First Trust Direct Indexing
Massachusetts
$210K +$189K +2,765 New
MFG
304
Magnus Financial Group
New York
$210K +$189K +2,765 New
CG
305
Caprock Group
Idaho
$208K +$187K +2,730 New
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$175K +$5.13K +75 +3%
IRC
307
Investors Research Corp
Georgia
$164K – – –
QCG
308
Quadrant Capital Group
Ohio
$160K +$3.9K +57 +3%
PA
309
Parallel Advisors
California
$159K +$1.16K +17 +0.8%
PFO
310
Pathstone Family Office
New Jersey
$158K – – –
LC
311
Lindbrook Capital
California
$153K – – –
BFEC
312
Benjamin F. Edwards & Company
Missouri
$128K +$31.8K +465 +38%
JFA
313
JNBA Financial Advisors
Minnesota
$120K – – –
SPIA
314
Steward Partners Investment Advisory
New York
$117K -$108K -1,574 -51%
PAM
315
Panagora Asset Management
Massachusetts
$110K – – –
VFA
316
Valeo Financial Advisors
Indiana
$106K – – –
WB
317
Webster Bank
Connecticut
$106K – – –
SSB
318
Sandy Spring Bank
Maryland
$104K – – –
BWA
319
BDO Wealth Advisors
Florida
$103K – – –
BCWM
320
Bartlett & Co Wealth Management
Ohio
$101K – – –
BC
321
Bartlett & Co
Ohio
$101K – – –
AF
322
Allworth Financial
California
$99K – – –
TCOV
323
Trust Company of Vermont
Vermont
$98K – – –
IHWM
324
Iron Horse Wealth Management
Iowa
$90K +$80.8K +1,180 New
EDRH
325
Edmond de Rothschild Holding
Switzerland
$89K +$80.1K +1,170 New