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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CHP
351
Cable Hill Partners
Oregon
$22K +$22.5K +346 New
SFG
352
SevenBridge Financial Group
Pennsylvania
$21K – – –
PCP
353
Proficio Capital Partners
Massachusetts
$18K – – –
SEI Investments
354
SEI Investments
Pennsylvania
$15K -$35.1K -540 -70%
IWC
355
Integrated Wealth Counsel
California
$15K +$15.1K +232 New
LWA
356
Lenox Wealth Advisors
New York
$13K – – –
WC
357
Whitnell & Co
Illinois
$13K – – –
FMII
358
Farmers & Merchants Investments Inc
Nebraska
$13K +$195 +3 +2%
TCCM
359
Timber Creek Capital Management
Massachusetts
$11K +$11.4K +175 New
FWM
360
Focused Wealth Management
New York
$10K – – –
WOC
361
West Oak Capital
California
$9.84K +$9.75K +150 New
WA
362
Winfield Associates
Ohio
$9K -$650 -10 -7%
DSI
363
Daiwa SB Investments
Japan
$8K +$7.8K +120 New
FANJ
364
Financial Architects (New Jersey)
New Jersey
$7K – – –
JIC
365
Joel Isaacson & Co
New York
$7K – – –
AIM
366
Acrospire Investment Management
Illinois
$7K +$6.5K +100 New
DBT
367
Dubuque Bank & Trust
Iowa
$6K – – –
WP
368
WealthPLAN Partners
Nebraska
$5.66K -$5.65K -87 -49%
RWG
369
Regal Wealth Group
California
$5K – – –
VFA
370
Virtus Fund Advisers
Connecticut
$5K – – –
VCM
371
Versant Capital Management
Arizona
$4K -$130 -2 -3%
First Manhattan
372
First Manhattan
New York
$4K – – –
TFO
373
Tarbox Family Office
California
$4K – – –
FIB
374
First Interstate Bank
Montana
$4K +$1.95K +30 +100%
SIM
375
Sonora Investment Management
Arizona
$3.28K – – –