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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
351
Advantage Investment Management
Iowa
$32K +$2.97K +42 +11%
DIA
352
Davidson Investment Advisors
Montana
$31K – – –
HRC
353
Hoertkorn Richard Charles
$29K – – –
WT
354
Whittier Trust
California
$28K – – –
LIA
355
LS Investment Advisors
Michigan
$28K +$849 +12 +3%
TCM
356
Tradewinds Capital Management
Washington
$27K -$21.2K -300 -45%
PCP
357
Proficio Capital Partners
Massachusetts
$27K -$16.9K -239 -40%
NFG
358
Next Financial Group
Texas
$26K -$1.77K -25 -7%
WTB
359
Washington Trust Bank
Washington
$26K – – –
FANJ
360
Financial Architects (New Jersey)
New Jersey
$26K +$17.7K +250 +250%
CLOS
361
Compagnie Lombard Odier SCmA
Switzerland
$25K -$77.9K -1,100 -76%
QCG
362
Quadrant Capital Group
Ohio
$25K -$3.96K -56 -9%
IWM
363
IHT Wealth Management
Illinois
$24K +$47.8K +675 +31%
FMII
364
Farmers & Merchants Investments Inc
Nebraska
$22K -$1.91K -27 -8%
PSUF
365
People's United Financial
Connecticut
$20K – – –
SFG
366
SevenBridge Financial Group
Pennsylvania
$19K – – –
DSI
367
Daiwa SB Investments
Japan
$19K +$2.12K +30 +13%
FCB
368
First Command Bank
Texas
$17K – – –
FCFS
369
First Command Financial Services
Texas
$17K – – –
LF
370
Lee Financial
Texas
$15K – – –
LWA
371
Lenox Wealth Advisors
New York
$15K – – –
MBT
372
Monroe Bank & Trust
Michigan
$15K – – –
WOC
373
West Oak Capital
California
$14.7K -$10.6K -150 -43%
WA
374
Winfield Associates
Ohio
$14K +$1.42K +20 +12%
FWM
375
Focused Wealth Management
New York
$11K – – –
13 14
15
16 17