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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
M
338
MOTCO
Texas
$114K
PFGIA
339
Patriot Financial Group Insurance Agency
Massachusetts
$113K -$27.3K -350 -20%
GHCM
340
Glen Harbor Capital Management
California
$113K
WB
341
Webster Bank
Connecticut
$112K
WAM
342
Wealthspire Advisors (Maryland)
Maryland
$112K +$3.82K +49 +4%
TA
343
Teachers Advisors
New York
$104K
IP
344
Isthmus Partners
Wisconsin
$100K
CA
345
Calton & Associates
Florida
$99K +$92.5K +1,187 New
SWA
346
Sutton Wealth Advisors
Florida
$88.2K
IA
347
IFP Advisors
Florida
$88K -$21.2K -272 -20%
WAS
348
Winch Advisory Services
Wisconsin
$87K +$78 +1 +0.1%
PWM
349
Perigon Wealth Management
California
$81K +$156 +2 +0.2%
ClearBridge Investments
350
ClearBridge Investments
New York
$80K