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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
351
Proficio Capital Partners
Massachusetts
$18K
SEI Investments
352
SEI Investments
Pennsylvania
$15K -$35.1K -540 -70%
IWC
353
Integrated Wealth Counsel
California
$15K +$15.1K +232 New
LWA
354
Lenox Wealth Advisors
New York
$13K
WC
355
Whitnell & Co
Illinois
$13K
FMII
356
Farmers & Merchants Investments Inc
Nebraska
$13K +$195 +3 +2%
TCCM
357
Timber Creek Capital Management
Massachusetts
$11K +$11.4K +175 New
FWM
358
Focused Wealth Management
New York
$10K
WOC
359
West Oak Capital
California
$9.84K +$9.75K +150 New
WA
360
Winfield Associates
Ohio
$9K -$650 -10 -7%
DSI
361
Daiwa SB Investments
Japan
$8K +$7.8K +120 New
FANJ
362
Financial Architects (New Jersey)
New Jersey
$7K
JIC
363
Joel Isaacson & Co
New York
$7K
AIM
364
Acrospire Investment Management
Illinois
$7K +$6.5K +100 New
DBT
365
Dubuque Bank & Trust
Iowa
$6K
WP
366
WealthPLAN Partners
Nebraska
$5.66K -$5.65K -87 -49%
RWG
367
Regal Wealth Group
California
$5K
VFA
368
Virtus Fund Advisers
Connecticut
$5K
VCM
369
Versant Capital Management
Arizona
$4K -$130 -2 -3%
First Manhattan
370
First Manhattan
New York
$4K
TFO
371
Tarbox Family Office
California
$4K
FIB
372
First Interstate Bank
Montana
$4K +$1.95K +30 +100%
SIM
373
Sonora Investment Management
Arizona
$3.28K
EWM
374
Evercore Wealth Management
New York
$3K -$7.54K -116 -75%
FNBT
375
FineMark National Bank & Trust
Florida
$2K