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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
326
IHT Wealth Management
Illinois
$218K – – –
SFI
327
Susquehanna Fundamental Investments
Pennsylvania
$214K -$1.1M -14,228 -84%
BRWA
328
B. Riley Wealth Advisors
Florida
$214K -$25.7K -334 -11%
LPT
329
Legacy Private Trust
Wisconsin
$213K – – –
NPPM
330
North Point Portfolio Managers
Ohio
$212K -$50K -650 -19%
PP
331
Patten & Patten
Tennessee
$211K – – –
PNC
332
Park National Corp
Ohio
$202K +$201K +2,612 New
PTC
333
Private Trust Company
Ohio
$202K +$202K +2,621 New
CPIG
334
Chicago Partners Investment Group
Illinois
$199K +$178K +2,312 +889%
WAP
335
Wealthcare Advisory Partners
Pennsylvania
$193K +$192K +2,500 New
IWP
336
Icon Wealth Partners
Texas
$191K +$308 +4 +0.2%
FCM
337
Flinton Capital Management
Pennsylvania
$190K – – –
LF
338
Lee Financial
Texas
$177K – – –
1IA
339
1834 Investment Advisors
Wisconsin
$176K -$989K -12,842 -85%
HI
340
Hudock Inc
Pennsylvania
$159K +$308 +4 +0.2%
CFN
341
Cordasco Financial Network
Florida
$157K – – –
BCA
342
Bay Colony Advisors
Massachusetts
$155K +$154K +2,000 New
TAM
343
Tyers Asset Management
Texas
$150K – – –
VFA
344
Valeo Financial Advisors
Indiana
$142K +$30.8K +400 +29%
ED
345
Exane Derivatives
France
$136K -$2.08M -27,000 -94%
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$136K +$135K +1,758 New
HNB
347
Huntington National Bank
Ohio
$125K -$80.5K -1,045 -39%
RCM
348
Riverhead Capital Management
Delaware
$124K – – –
ASN
349
Advisory Services Network
Georgia
$118K -$49K -637 -30%
AF
350
Advisornet Financial
Minnesota
$118K +$70.1K +911 +148%
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