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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
326
Watershed Private Wealth
Illinois
$707K
C
327
Certuity
Florida
$695K -$34K -216 -5%
OC
328
Oppenheimer & Co
New York
$687K -$41.8K -266 -6%
SWM
329
Silverlake Wealth Management
Vermont
$685K -$22.8K -145 -4%
CGA
330
Crescent Grove Advisors
Illinois
$678K
AAS
331
Annex Advisory Services
Wisconsin
$678K -$14K -89 -2%
PA
332
Parallel Advisors
California
$674K +$142K +902 +31%
KA
333
KLCM Advisors
Wisconsin
$668K
LFA
334
Legacy Financial Advisors
Kentucky
$667K -$33.3K -212 -5%
VA
335
Vident Advisory
Georgia
$661K +$31.1K +198 +6%
DA
336
Drake & Associates
Wisconsin
$657K +$584K +3,716 New
CSP
337
Cary Street Partners
Virginia
$654K
CB
338
Commerce Bank
Missouri
$653K +$38K +242 +7%
NL
339
NWAM LLC
Washington
$648K +$314 +2 +0.1%
JPWM
340
Jamison Private Wealth Management
Georgia
$634K +$5.03K +32 +0.9%
MJP
341
Michael J. Puzo
$618K
IWC
342
Integrated Wealth Concepts
Massachusetts
$617K -$66.5K -423 -11%
GM
343
GeoWealth Management
Illinois
$609K +$133K +845 +32%
BBHC
344
Brown Brothers Harriman & Co
New York
$609K
ACM
345
Avalon Capital Management
California
$605K
ONB
346
Old National Bancorp
Indiana
$597K +$224K +1,427 +73%
WIA
347
World Investment Advisors
California
$597K -$27.5K -175 -4%
Group One Trading
348
Group One Trading
Illinois
$596K +$530K +3,371 New
UCFA
349
United Capital Financial Advisors
Texas
$588K +$51.2K +326 +11%
AssetMark Inc
350
AssetMark Inc
California
$585K -$1.33M -8,459 -72%