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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
326
Patten & Patten
Tennessee
$219K +$216K +2,922 New
FA
327
FDx Advisors
Illinois
$219K +$217K +2,932 New
MA
328
MANA Advisors
New York
$218K +$215K +2,910 New
NB
329
Nicolet Bankshares
Wisconsin
$214K +$212K +2,866 New
V
330
Veritable
Delaware
$212K +$210K +2,834 New
MPPLM
331
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$209K +$207K +2,799 New
LPT
332
Legacy Private Trust
Wisconsin
$207K +$204K +2,762 New
BA
333
Boston Advisors
Massachusetts
$206K +$203K +2,749 New
NPPM
334
North Point Portfolio Managers
Ohio
$206K +$203K +2,750 New
PTC
335
Private Trust Company
Ohio
$206K +$204K +2,760 New
BRWA
336
B. Riley Wealth Advisors
Florida
$205K -$50.6K -684 -20%
CBU
337
CIBC Bank USA
Illinois
$204K +$201K +2,720 New
IC
338
Inscription Capital
Texas
$202K -$75.1K -1,016 -27%
UCFA
339
United Capital Financial Advisors
Texas
$201K +$199K +2,685 New
FHA
340
Flagship Harbor Advisors
Massachusetts
$189K +$179K +2,416 +1,980%
WAP
341
Wealthcare Advisory Partners
Pennsylvania
$187K – – –
IRC
342
Investors Research Corp
Georgia
$161K +$160K +2,157 New
CFN
343
Cordasco Financial Network
Florida
$156K +$4.07K +55 +3%
PFO
344
Pathstone Family Office
New Jersey
$155K +$153K +2,075 New
CAM
345
Columbia Asset Management
Michigan
$146K – – –
O
346
Ossiam
France
$127K +$126K +1,700 New
HI
347
Hudock Inc
Pennsylvania
$124K -$9.84K -133 -7%
LFG
348
LifePlan Financial Group
Ohio
$121K – – –
AF
349
Advisornet Financial
Minnesota
$114K – – –
TCOV
350
Trust Company of Vermont
Vermont
$112K -$7.47K -101 -6%
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