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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
351
Certified Advisory Corp
Florida
$65K +$59.8K +733 New
APA
352
American Portfolios Advisors
New York
$53K – – –
PGAM
353
Princeton Global Asset Management
New Jersey
$53K – – –
KPCM
354
Kings Point Capital Management
New York
$46K – – –
RFA
355
Reilly Financial Advisors
California
$46K – – –
CFGS
356
Concourse Financial Group Securities
Alabama
$44K +$19.6K +240 +96%
CAL
357
Capital Analysts LLC
Pennsylvania
$38K +$35K +429 New
WT
358
Whittier Trust
California
$36K – – –
SCA
359
Stonebridge Capital Advisors
Minnesota
$36K +$32.6K +400 New
WAS
360
Winch Advisory Services
Wisconsin
$31K – – –
CLOS
361
Compagnie Lombard Odier SCmA
Switzerland
$30K – – –
TFIPS
362
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29.4K – – –
ZB
363
Zions Bancorporation
Utah
$28K – – –
CTC
364
Central Trust Company
Missouri
$27K +$24.4K +299 New
WAP
365
Wealthcare Advisory Partners
Pennsylvania
$27K +$24.5K +300 New
IAIM
366
International Assets Investment Management
Florida
$26K – – –
BFC
367
Bedel Financial Consulting
Indiana
$23K – – –
SBL
368
Sargent Bickham Lagudis
Colorado
$19K – – –
FMII
369
Farmers & Merchants Investments Inc
Nebraska
$17K +$4.16K +51 +37%
MF
370
Manchester Financial
California
$16K +$6.53K +80 +80%
ME
371
McIlrath & Eck
Washington
$14K – – –
EP
372
Eudaimonia Partners
Tennessee
$14K +$12.9K +158 New
FA
373
Financial Avengers
California
$13K – – –
FWM
374
Focused Wealth Management
New York
$13K – – –
LS
375
Leelyn Smith
Illinois
$13K – – –