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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
326
CFM Wealth Partners
Texas
$23K +$31.5K +465 New
CTC
327
Central Trust Company
Missouri
$22K -$11.9K -175 -28%
NFG
328
Next Financial Group
Texas
$22K -$4.2K -62 -12%
GRP
329
Global Retirement Partners
California
$21K – – –
FWM
330
FSA Wealth Management
Massachusetts
$20K -$67K -989 -71%
WT
331
Whittier Trust
California
$20K – – –
OSNBOA
332
Old Second National Bank of Aurora
Illinois
$19K +$26K +383 New
WAS
333
Winch Advisory Services
Wisconsin
$18K – – –
CLOS
334
Compagnie Lombard Odier SCmA
Switzerland
$17K – – –
MIP
335
Mondrian Investment Partners
United Kingdom
$15K – – –
OPS
336
Orion Portfolio Solutions
Nebraska
$14K +$19.2K +283 +28,300%
LC
337
Lindbrook Capital
California
$13K -$103K -1,522 -86%
FANJ
338
Financial Architects (New Jersey)
New Jersey
$13K -$8.27K -122 -33%
BCA
339
Berman Capital Advisors
Georgia
$13K +$15.7K +232 +663%
PB
340
Pinnacle Bancorp
Nebraska
$12K -$2.37K -35 -13%
SMFS
341
Squar Milner Financial Services
California
$12K – – –
AAP
342
Arax Advisory Partners
Colorado
$11K – – –
SBL
343
Sargent Bickham Lagudis
Colorado
$11K – – –
TPWA
344
TRUE Private Wealth Advisors
Oregon
$11K +$136 +2 +0.9%
EIP
345
Ellis Investment Partners
Pennsylvania
$11K +$203 +3 +1%
CT
346
Caldwell Trust
Florida
$10.1K – – –
MSFP
347
Mark Sheptoff Financial Planning
Connecticut
$10K -$6.78K -100 -33%
IWP
348
IAG Wealth Partners
Wisconsin
$10K +$3.73K +55 +44%
ACA
349
Atlas Capital Advisors
Wyoming
$9.55K – – –
RCA
350
Ranch Capital Advisors
Florida
$9K – – –
12 13
14
15 16