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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
351
ClearBridge Investments
New York
$80K – – –
VFA
352
Valeo Financial Advisors
Indiana
$80K – – –
DSC
353
Duncker Streett & Co
Missouri
$72K – – –
SSB
354
Sandy Spring Bank
Maryland
$66K – – –
LNB
355
Ledyard National Bank
$64K – – –
EFSCE
356
Enterprise Financial Services Corp (EFSC)
Missouri
$63K – – –
CPA
357
Cowen Prime Advisors
New York
$60K – – –
PMFA
358
Plante Moran Financial Advisors
Michigan
$57K +$11.7K +150 +27%
TWA
359
TCI Wealth Advisors
Arizona
$56K -$20.3K -260 -27%
CAC
360
Certified Advisory Corp
Florida
$56K +$54.6K +700 New
QCG
361
Quadrant Capital Group
Ohio
$52K – – –
SWM
362
SeaCrest Wealth Management
New York
$51K +$49.4K +634 New
TRCT
363
Tower Research Capital (TRC)
New York
$48K -$1.52M -19,480 -97%
CTC
364
Central Trust Company
Missouri
$48K -$780 -10 -2%
EWM
365
Endurance Wealth Management
Rhode Island
$48K – – –
APA
366
American Portfolios Advisors
New York
$47.6K +$46.4K +595 New
FHA
367
First Horizon Advisors
Tennessee
$47K -$5.61K -72 -11%
PAMU
368
Pictet Asset Management (UK)
United Kingdom
$42K – – –
KPCM
369
Kings Point Capital Management
New York
$41K -$18.7K -240 -32%
GBT
370
Grove Bank & Trust
Florida
$41K – – –
AssetMark Inc
371
AssetMark Inc
California
$40K -$28.9K -371 -43%
BCP
372
Blackhawk Capital Partners
Wisconsin
$38K +$37.5K +481 New
FNB
373
Farmers National Bank
Kentucky
$36K +$35.1K +450 New
GRP
374
Global Retirement Partners
California
$35K – – –
RFC
375
Regions Financial Corp
Alabama
$35K +$33.7K +432 New