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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
GHCM
326
Glen Harbor Capital Management
California
$107K -$6.86M -91,968 -98%
WB
327
Webster Bank
Connecticut
$106K – – –
NIT
328
NumerixS Investment Technologies
British Columbia, Canada
$106K +$104K +1,400 New
IA
329
IFP Advisors
Florida
$104K -$17.3K -232 -14%
WAM
330
Wealthspire Advisors (Maryland)
Maryland
$102K -$3.13K -42 -3%
TA
331
Teachers Advisors
New York
$98K – – –
IP
332
Isthmus Partners
Wisconsin
$94K – – –
SWA
333
Sutton Wealth Advisors
Florida
$83.4K – – –
WAS
334
Winch Advisory Services
Wisconsin
$82K +$75 +1 +0.1%
PWM
335
Perigon Wealth Management
California
$76K +$3.06K +41 +4%
VFA
336
Valeo Financial Advisors
Indiana
$76K +$74.6K +1,000 New
ClearBridge Investments
337
ClearBridge Investments
New York
$75K – – –
TWA
338
TCI Wealth Advisors
Arizona
$73K – – –
DSC
339
Duncker Streett & Co
Missouri
$68K – – –
AssetMark Inc
340
AssetMark Inc
California
$66K +$2.69K +36 +4%
SSB
341
Sandy Spring Bank
Maryland
$62K – – –
LNB
342
Ledyard National Bank
$61K – – –
EFSCE
343
Enterprise Financial Services Corp (EFSC)
Missouri
$60K – – –
CPA
344
Cowen Prime Advisors
New York
$57K – – –
KPCM
345
Kings Point Capital Management
New York
$57K +$17.9K +240 +46%
Simplex Trading
346
Simplex Trading
Illinois
$50K +$50.1K +672 New
FHA
347
First Horizon Advisors
Tennessee
$49K – – –
QCG
348
Quadrant Capital Group
Ohio
$49K +$8.43K +113 +19%
CTC
349
Central Trust Company
Missouri
$46K -$1.49K -20 -3%
EWM
350
Endurance Wealth Management
Rhode Island
$45K – – –