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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
351
Cornerstone Wealth Management
Missouri
$142K +$876K +10,895 New
AF
352
Advisornet Financial
Minnesota
$126K
WB
353
Webster Bank
Connecticut
$116K
WAM
354
Wealthspire Advisors (Maryland)
Maryland
$115K
HNB
355
Huntington National Bank
Ohio
$113K -$19.4K -241 -15%
PA
356
Parallel Advisors
California
$112K -$10.1K -125 -8%
BWA
357
BDO Wealth Advisors
Florida
$112K
VFA
358
Valeo Financial Advisors
Indiana
$105K -$32.2K -400 -22%
ASN
359
Advisory Services Network
Georgia
$98K -$24.1K -300 -20%
BCA
360
Bray Capital Advisors
Florida
$95K
SWA
361
Sutton Wealth Advisors
Florida
$90.9K
IP
362
Isthmus Partners
Wisconsin
$90K
Parallax Volatility Advisers
363
Parallax Volatility Advisers
California
$87K +$84.6K +1,052 New
TSW
364
Thompson Siegel & Walmsley
Virginia
$86K
ClearBridge Investments
365
ClearBridge Investments
New York
$83K
IA
366
IFP Advisors
Florida
$81K -$2.98K -37 -4%
DSC
367
Duncker Streett & Co
Missouri
$74K
EFSCE
368
Enterprise Financial Services Corp (EFSC)
Missouri
$71K -$2.98K -37 -4%
PCP
369
Proficio Capital Partners
Massachusetts
$68K +$2.09K +26 +3%
LNB
370
Ledyard National Bank
$66K
CTC
371
Central Trust Company
Missouri
$64K
CPA
372
Cowen Prime Advisors
New York
$62K
GRP
373
Global Retirement Partners
California
$59K
QCG
374
Quadrant Capital Group
Ohio
$59K
TWA
375
TCI Wealth Advisors
Arizona
$58K