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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
326
Flinton Capital Management
Pennsylvania
$186K – – –
CCA
327
Clearwater Capital Advisors
Illinois
$185K +$192K +2,446 New
LF
328
Lee Financial
Texas
$174K +$165K +2,100 +1,050%
PAM
329
Panagora Asset Management
Massachusetts
$170K – – –
ASN
330
Advisory Services Network
Georgia
$160K -$33.8K -430 -17%
HI
331
Hudock Inc
Pennsylvania
$155K +$315 +4 +0.2%
CFN
332
Cordasco Financial Network
Florida
$154K – – –
TAM
333
Tyers Asset Management
Texas
$146K – – –
PWM
334
Perigon Wealth Management
California
$131K +$56.6K +719 +71%
PA
335
Parallel Advisors
California
$127K -$11.1K -141 -8%
LWA
336
Lenox Wealth Advisors
New York
$122K +$96.5K +1,227 +316%
RCM
337
Riverhead Capital Management
Delaware
$121K – – –
PFGIA
338
Patriot Financial Group Insurance Agency
Massachusetts
$112K +$7.87K +100 +7%
CLOS
339
Compagnie Lombard Odier SCmA
Switzerland
$109K -$113K -1,440 -50%
GHCM
340
Glen Harbor Capital Management
California
$106K – – –
WAM
341
Wealthspire Advisors (Maryland)
Maryland
$106K – – –
WB
342
Webster Bank
Connecticut
$106K – – –
VFA
343
Valeo Financial Advisors
Indiana
$106K +$31.5K +400 +40%
IFAM
344
Institutional & Family Asset Management
Colorado
$97K +$101K +1,278 New
APP
345
Avantax Planning Partners
Iowa
$90K +$94.2K +1,197 New
IA
346
IFP Advisors
Florida
$88K – – –
BCA
347
Bray Capital Advisors
Florida
$87K +$90.5K +1,150 New
SWA
348
Sutton Wealth Advisors
Florida
$83.3K – – –
IP
349
Isthmus Partners
Wisconsin
$83K -$11.8K -150 -12%
TSW
350
Thompson Siegel & Walmsley
Virginia
$79K +$78.7K +1,000 +2,273%
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