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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
326
Private Trust Company
Ohio
$209K +$204K +2,621 New
WA
327
WESPAC Advisors
California
$208K +$203K +2,600 New
ASN
328
Advisory Services Network
Georgia
$204K +$86.9K +1,114 +78%
FCM
329
Flinton Capital Management
Pennsylvania
$197K – – –
IWP
330
Icon Wealth Partners
Texas
$195K +$190K +2,443 New
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$193K +$188K +2,409 New
PAM
332
Panagora Asset Management
Massachusetts
$180K – – –
HI
333
Hudock Inc
Pennsylvania
$164K -$42.6K -546 -21%
CFN
334
Cordasco Financial Network
Florida
$163K – – –
TAM
335
Tyers Asset Management
Texas
$155K – – –
PA
336
Parallel Advisors
California
$145K +$312 +4 +0.2%
RCM
337
Riverhead Capital Management
Delaware
$128K – – –
CLOS
338
Compagnie Lombard Odier SCmA
Switzerland
$115K – – –
M
339
MOTCO
Texas
$114K – – –
PFGIA
340
Patriot Financial Group Insurance Agency
Massachusetts
$113K -$27.3K -350 -20%
GHCM
341
Glen Harbor Capital Management
California
$113K – – –
WB
342
Webster Bank
Connecticut
$112K – – –
WAM
343
Wealthspire Advisors (Maryland)
Maryland
$112K +$3.82K +49 +4%
TA
344
Teachers Advisors
New York
$104K – – –
IP
345
Isthmus Partners
Wisconsin
$100K – – –
CA
346
Calton & Associates
Florida
$99K +$92.5K +1,187 New
SWA
347
Sutton Wealth Advisors
Florida
$88.2K – – –
IA
348
IFP Advisors
Florida
$88K -$21.2K -272 -20%
WAS
349
Winch Advisory Services
Wisconsin
$87K +$78 +1 +0.1%
PWM
350
Perigon Wealth Management
California
$81K +$156 +2 +0.2%