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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
AP
301
Americana Partners
Texas
$307K
RHBC
302
R.H. Bluestein & Co
Michigan
$299K
AFC
303
AFT Forsyth & Company
Florida
$293K
EBT
304
Enterprise Bank & Trust
Massachusetts
$291K
JMPWA
305
JP Morgan Private Wealth Advisors
California
$283K
ECM
306
Evergreen Capital Management
Washington
$282K +$285K +2,827 New
PP
307
Patten & Patten
Tennessee
$278K
GAM
308
Gotham Asset Management
New York
$276K +$15K +149 +6%
QCG
309
Quadrant Capital Group
Ohio
$272K +$12.3K +122 +5%
CFN
310
Cordasco Financial Network
Florida
$271K +$201 +2 +0.1%
CCA
311
Checchi Capital Advisers
California
$270K +$7.65K +76 +3%
DHFB
312
Dixon Hubard Feinour & Brown
Virginia
$269K
AGA
313
Arkos Global Advisors
Texas
$265K
Vanguard Personalized Indexing Management
314
Vanguard Personalized Indexing Management
California
$265K +$267K +2,654 New
WFI
315
West Family Investments
California
$264K -$5.54K -55 -2%
GLA
316
Good Life Advisors
Pennsylvania
$259K -$29.9K -297 -10%
NSIM
317
North Star Investment Management
Illinois
$259K +$5.23K +52 +2%
PNC
318
Park National Corp
Ohio
$258K
IWC
319
Integrated Wealth Concepts
Massachusetts
$258K +$261K +2,588 New
PTC
320
Petrus Trust Company
Texas
$254K +$257K +2,549 New
AF
321
Advisornet Financial
Minnesota
$251K -$4.03K -40 -2%
PJSIMP
322
P.J. Schmidt Investment Management (PJS)
Wisconsin
$249K -$21.2K -211 -9%
TRCT
323
Tower Research Capital (TRC)
New York
$243K +$52.4K +521 +27%
WCA
324
Westover Capital Advisors
Delaware
$239K
BWL
325
Bogart Wealth LLC
Virginia
$238K