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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
LC
351
Lindbrook Capital
California
$46K +$52.3K +706 New
HT
352
Heritage Trust
Oklahoma
$41K +$46K +621 New
APA
353
American Portfolios Advisors
New York
$39.8K +$1.04K +14 +2%
PGAM
354
Princeton Global Asset Management
New Jersey
$39K +$44.5K +600 New
PCG
355
Private Capital Group
Connecticut
$38K
FGC
356
Financial Gravity Companies
Texas
$37K +$36.9K +498 New
Schroder Investment Management Group
357
Schroder Investment Management Group
United Kingdom
$35.7K +$2.67M +36,059 +10%
KPCM
358
Kings Point Capital Management
New York
$34K
RFA
359
Reilly Financial Advisors
California
$34K
NFG
360
Next Financial Group
Texas
$34K +$10.7K +144 +39%
UBS AM
361
UBS AM
Illinois
$34K +$2.67K +36 +7%
SWM
362
SeaCrest Wealth Management
New York
$33K
FAM
363
Fred Alger Management
New York
$32K +$18.8K +254 +105%
PCP
364
Proficio Capital Partners
Massachusetts
$31K -$26.3K -355 -43%
GIC
365
Gantzert Investment Company
Illinois
$31K +$35.2K +475 New
SF
366
Synovus Financial
Georgia
$29K
AAMU
367
Amundi Asset Management US
Massachusetts
$27K -$2.53M -34,079 -8%
AIM
368
Advantage Investment Management
Iowa
$26K
HRC
369
Hoertkorn Richard Charles
$26K
FANJ
370
Financial Architects (New Jersey)
New Jersey
$25K
QCIG
371
Quad-Cities Investment Group
Iowa
$24K
WAS
372
Winch Advisory Services
Wisconsin
$23K -$11K -148 -30%
MSA
373
Marino Stram & Associates
Massachusetts
$23K +$148 +2 +0.6%
CLOS
374
Compagnie Lombard Odier SCmA
Switzerland
$22K
DSI
375
Daiwa SB Investments
Japan
$22K