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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
326
Panagora Asset Management
Massachusetts
$168K
WA
327
WFG Advisors
Texas
$161K -$86.8K -1,150 -35%
IWM
328
IHT Wealth Management
Illinois
$160K +$45.3K +600 +39%
CFN
329
Cordasco Financial Network
Florida
$152K
SEIA
330
Signature Estate & Investment Advisors
California
$150K +$151K +2,000 New
PA
331
Parallel Advisors
California
$145K +$7.48K +99 +5%
PFGIA
332
Patriot Financial Group Insurance Agency
Massachusetts
$137K
BNP Paribas Financial Markets
333
BNP Paribas Financial Markets
France
$121K +$122K +1,617 New
RCM
334
Riverhead Capital Management
Delaware
$120K
IA
335
IFP Advisors
Florida
$108K -$2.79K -37 -3%
BlackRock
336
BlackRock
New York
$108K +$109K +1,445 New
CLOS
337
Compagnie Lombard Odier SCmA
Switzerland
$107K -$184K -2,435 -63%
WB
338
Webster Bank
Connecticut
$105K
WAM
339
Wealthspire Advisors (Maryland)
Maryland
$103K +$1.74K +23 +2%
TA
340
Teachers Advisors
New York
$97K -$3.47K -46 -3%
IP
341
Isthmus Partners
Wisconsin
$93K
AssetMark Inc
342
AssetMark Inc
California
$88K +$26.5K +351 +43%
CG
343
Cutler Group
California
$86K -$250K -3,309 -74%
ClearBridge Investments
344
ClearBridge Investments
New York
$85K -$529 -7 -0.6%
SWA
345
Sutton Wealth Advisors
Florida
$82.4K
PWM
346
Perigon Wealth Management
California
$78K -$14.3K -190 -15%
DSC
347
Duncker Streett & Co
Missouri
$76K
KPCM
348
Kings Point Capital Management
New York
$76K
WAS
349
Winch Advisory Services
Wisconsin
$73K
RIM
350
Ranger International Management
Illinois
$72.5K