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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
301
Pathstone Family Office
New Jersey
$312K +$1.35K +14 +0.4%
MJP
302
Michael J. Puzo
$307K – – –
Cetera Investment Advisers
303
Cetera Investment Advisers
Illinois
$304K +$40.3K +417 +14%
ASN
304
Advisory Services Network
Georgia
$301K -$25.2K -261 -7%
BJL
305
Brighton Jones LLC
Washington
$295K -$97 -1 -0%
CCA
306
Checchi Capital Advisers
California
$295K +$10.3K +106 +3%
CAM
307
Cozad Asset Management
Illinois
$293K -$1.84K -19 -0.6%
BCA
308
Bay Colony Advisors
Massachusetts
$291K +$290 +3 +0.1%
IWC
309
Integrated Wealth Concepts
Massachusetts
$285K +$70.3K +727 +29%
KA
310
KLCM Advisors
Wisconsin
$284K +$9.67K +100 +3%
TIM
311
Thompson Investment Management
Wisconsin
$283K – – –
IWA
312
IBEX Wealth Advisors
New Jersey
$279K +$1.06K +11 +0.3%
ECM
313
Evergreen Capital Management
Washington
$278K +$11K +114 +4%
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
$278K +$34K +352 +12%
BP
315
Ballentine Partners
Massachusetts
$278K +$55.2K +571 +22%
HC
316
Henshaw Capital
Massachusetts
$277K -$6.38K -66 -2%
Cerity Partners
317
Cerity Partners
New York
$276K +$66.4K +687 +28%
AP
318
Americana Partners
Texas
$271K – – –
BBHC
319
Brown Brothers Harriman & Co
New York
$270K – – –
ACA
320
Atlas Capital Advisors
Wyoming
$270K -$60.8K -629 -17%
FFN
321
Focus Financial Network
Minnesota
$268K +$4.83K +50 +2%
BFEC
322
Benjamin F. Edwards & Company
Missouri
$265K +$1.35K +14 +0.5%
PA
323
Parallel Advisors
California
$259K +$20.5K +212 +8%
SIA
324
Schechter Investment Advisors
Michigan
$259K +$285K +2,952 New
JMPWA
325
JP Morgan Private Wealth Advisors
California
$258K -$1.84K -19 -0.6%