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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
326
Avant Financial Advisors
Texas
$735K – – –
PE
327
PCM Encore
Colorado
$731K +$15.1K +96 +2%
WPW
328
Watershed Private Wealth
Illinois
$707K – – –
C
329
Certuity
Florida
$695K -$34K -216 -5%
OC
330
Oppenheimer & Co
New York
$687K -$41.8K -266 -6%
SWM
331
Silverlake Wealth Management
Vermont
$685K -$22.8K -145 -4%
CGA
332
Crescent Grove Advisors
Illinois
$678K – – –
AAS
333
Annex Advisory Services
Wisconsin
$678K -$14K -89 -2%
PA
334
Parallel Advisors
California
$674K +$142K +902 +31%
KA
335
KLCM Advisors
Wisconsin
$668K – – –
LFA
336
Legacy Financial Advisors
Kentucky
$667K -$33.3K -212 -5%
VA
337
Vident Advisory
Georgia
$661K +$31.1K +198 +6%
DA
338
Drake & Associates
Wisconsin
$657K +$584K +3,716 New
CSP
339
Cary Street Partners
Virginia
$654K – – –
CB
340
Commerce Bank
Missouri
$653K +$38K +242 +7%
NL
341
NWAM LLC
Washington
$648K +$314 +2 +0.1%
JPWM
342
Jamison Private Wealth Management
Georgia
$634K +$5.03K +32 +0.9%
MJP
343
Michael J. Puzo
$618K – – –
GM
344
GeoWealth Management
Illinois
$609K +$133K +845 +32%
BBHC
345
Brown Brothers Harriman & Co
New York
$609K – – –
ACM
346
Avalon Capital Management
California
$605K – – –
IWC
347
Integrated Wealth Concepts
Massachusetts
$602K -$79.4K -505 -13%
ONB
348
Old National Bancorp
Indiana
$597K +$224K +1,427 +73%
WIA
349
World Investment Advisors
California
$597K -$27.5K -175 -4%
Group One Trading
350
Group One Trading
Illinois
$596K +$530K +3,371 New