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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
351
Next Financial Group
Texas
$20K – – –
PCP
352
Proficio Capital Partners
Massachusetts
$17K +$7.67K +121 +80%
LWA
353
Lenox Wealth Advisors
New York
$13K – – –
FMII
354
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
WC
355
Whitnell & Co
Illinois
$12K – – –
EWM
356
Evercore Wealth Management
New York
$10K – – –
FWM
357
Focused Wealth Management
New York
$10K – – –
WA
358
Winfield Associates
Ohio
$10K +$634 +10 +7%
ECM
359
Exchange Capital Management
Michigan
$7K +$7.1K +112 New
WRM
360
Westport Resources Management
Connecticut
$6K -$121K -1,902 -95%
FANJ
361
Financial Architects (New Jersey)
New Jersey
$6K – – –
JIC
362
Joel Isaacson & Co
New York
$6K – – –
BIG
363
Bellwether Investment Group
Tennessee
$6K +$5.9K +93 New
WP
364
WealthPLAN Partners
Nebraska
$5.57K +$11.2K +176 New
DBT
365
Dubuque Bank & Trust
Iowa
$5K – – –
VFA
366
Virtus Fund Advisers
Connecticut
$5K – – –
RWG
367
Regal Wealth Group
California
$5K +$4.56K +72 New
First Manhattan
368
First Manhattan
New York
$4K – – –
TFO
369
Tarbox Family Office
California
$4K – – –
VCM
370
Versant Capital Management
Arizona
$4K – – –
SIM
371
Sonora Investment Management
Arizona
$3.17K -$1.33K -21 -30%
FFC
372
First Financial Corp
Indiana
$3K – – –
FNBT
373
FineMark National Bank & Trust
Florida
$2K – – –
FIB
374
First Interstate Bank
Montana
$2K – – –
RFA
375
Reilly Financial Advisors
California
$2K +$1.71K +27 New