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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
351
Compagnie Lombard Odier SCmA
Switzerland
$26K
IAIM
352
International Assets Investment Management
Florida
$26K +$23.2K +339 New
TFIPS
353
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25.1K +$22.7K +331 New
ZB
354
Zions Bancorporation
Utah
$24K
BFC
355
Bedel Financial Consulting
Indiana
$20K
CFGS
356
Concourse Financial Group Securities
Alabama
$19K
TPWA
357
TRUE Private Wealth Advisors
Oregon
$17K +$137 +2 +0.9%
SBL
358
Sargent Bickham Lagudis
Colorado
$16K
ACA
359
Atlas Capital Advisors
Wyoming
$14.4K +$13K +190 New
ME
360
McIlrath & Eck
Washington
$12K +$11K +160 New
FWM
361
Focused Wealth Management
New York
$11K
LS
362
Leelyn Smith
Illinois
$11K
NFG
363
Next Financial Group
Texas
$11K
BlackRock
364
BlackRock
New York
$11K +$10.2K +149 New
FA
365
Financial Avengers
California
$11K +$10.3K +150 New
BCA
366
Berman Capital Advisors
Georgia
$10K -$1.78K -26 -16%
TCM
367
Tradewinds Capital Management
Washington
$10K
FMII
368
Farmers & Merchants Investments Inc
Nebraska
$10K +$1.99K +29 +27%
AAP
369
Arax Advisory Partners
Colorado
$9K -$6.84K -100 -46%
GRP
370
Global Retirement Partners
California
$9K -$548 -8 -6%
AssetMark Inc
371
AssetMark Inc
California
$9K
GWS
372
Glassman Wealth Services
Virginia
$9K +$7.19K +105 +808%
MSFP
373
Mark Sheptoff Financial Planning
Connecticut
$8K -$6.84K -100 -50%
MF
374
Manchester Financial
California
$8K
MWC
375
MBM Wealth Consultants
Missouri
$7K