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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
326
Sowell Financial Services
Arkansas
$79K +$548 +8 +0.8%
CT
327
Caldwell Trust
Florida
$76K -$13.7K -200 -17%
FCM
328
Firestone Capital Management
Florida
$76K – – –
WT
329
Washington Trust
Rhode Island
$76K – – –
GLLW
330
Graves Light Lenhart Wealth
Virginia
$76K +$68.4K +1,000 New
ASN
331
Advisory Services Network
Georgia
$75K -$10.6K -155 -14%
JWM
332
Janiczek Wealth Management
Colorado
$70K +$57.3K +837 +1,008%
HI
333
Hudock Inc
Pennsylvania
$67K -$14.1K -206 -19%
FC
334
FORA Capital
Florida
$66K -$102K -1,487 -63%
PP
335
Pacifica Partners
Canada
$62K -$2.05K -30 -4%
BCA
336
Bray Capital Advisors
Florida
$61K – – –
EFSCE
337
Enterprise Financial Services Corp (EFSC)
Missouri
$61K – – –
MGIM
338
M&G Investment Management
United Kingdom
$60.6K +$808K +11,804 +2%
CPA
339
Cowen Prime Advisors
New York
$57K – – –
HNB
340
Huntington National Bank
Ohio
$53K -$21.4K -312 -31%
PGAM
341
Princeton Global Asset Management
New Jersey
$46K – – –
APA
342
American Portfolios Advisors
New York
$45.2K -$3.42K -50 -8%
CG
343
Cutler Group
California
$45K – – –
PWM
344
Perigon Wealth Management
California
$41K +$37.2K +543 New
KPCM
345
Kings Point Capital Management
New York
$39K – – –
RFA
346
Reilly Financial Advisors
California
$39K – – –
WT
347
Whittier Trust
California
$31K – – –
RA
348
Reby Advisors
Connecticut
$30K +$27.2K +397 New
CAM
349
CenterStar Asset Management
Illinois
$28K – – –
WAS
350
Winch Advisory Services
Wisconsin
$27K -$5.89K -86 -20%
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14
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