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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
CBU
326
CIBC Bank USA
Illinois
$243K – – –
IWM
327
IHT Wealth Management
Illinois
$234K +$402 +5 +0.2%
PP
328
Patten & Patten
Tennessee
$234K +$8.85K +110 +4%
FPIS
329
Financial Planning & Information Services
Wisconsin
$232K +$226K +2,806 New
RJT
330
Raymond James Trust
Florida
$231K -$40.2K -500 -15%
SFI
331
Susquehanna Fundamental Investments
Pennsylvania
$229K – – –
LPT
332
Legacy Private Trust
Wisconsin
$228K – – –
NPPM
333
North Point Portfolio Managers
Ohio
$227K – – –
V
334
Veritable
Delaware
$225K +$219K +2,729 New
TH
335
Timber Hill
Connecticut
$221K -$230K -2,856 -52%
CAN
336
Cetera Advisor Networks
California
$220K +$213K +2,644 New
CPIG
337
Chicago Partners Investment Group
Illinois
$219K +$29.6K +368 +14%
PTC
338
Private Trust Company
Ohio
$215K -$885 -11 -0.4%
PNC
339
Park National Corp
Ohio
$215K -$483 -6 -0.2%
DDPIC
340
Deroy & Devereaux Private Investment Counsel
Michigan
$210K +$205K +2,549 New
WAP
341
Wealthcare Advisory Partners
Pennsylvania
$206K – – –
UCFA
342
United Capital Financial Advisors
Texas
$203K +$198K +2,464 New
CCA
343
Clearwater Capital Advisors
Illinois
$202K +$197K +2,446 New
CAG
344
Csenge Advisory Group
Florida
$198K +$214K +2,655 New
ZB
345
Zions Bancorporation
Utah
$175K +$171K +2,122 New
HI
346
Hudock Inc
Pennsylvania
$170K +$322 +4 +0.2%
1IA
347
1834 Investment Advisors
Wisconsin
$169K -$18.5K -230 -10%
CFN
348
Cordasco Financial Network
Florida
$168K – – –
CAM
349
Columbia Asset Management
Michigan
$161K +$156K +1,945 New
TCOV
350
Trust Company of Vermont
Vermont
$155K -$153K -1,907 -50%
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