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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
351
Credit Agricole
France
$279K – – –
WHG
352
Westwood Holdings Group
Texas
$276K -$77K -664 -22%
AF
353
Advisornet Financial
Minnesota
$274K -$23.2K -200 -8%
PFO
354
Pathstone Family Office
New Jersey
$272K -$2.43K -21 -0.9%
SIA
355
Schechter Investment Advisors
Michigan
$267K +$45.6K +393 +21%
GLA
356
Good Life Advisors
Pennsylvania
$266K +$10.7K +92 +4%
ASN
357
Advisory Services Network
Georgia
$263K +$259K +2,232 New
OWP
358
Obermeyer Wealth Partners
Colorado
$262K – – –
RW
359
REDW Wealth
New Mexico
$262K – – –
MA
360
Mutual Advisors
Nebraska
$261K +$10.3K +89 +4%
IAA
361
Independent Advisor Alliance
North Carolina
$257K – – –
DT
362
Diversified Trust
Tennessee
$256K – – –
IG
363
ING Group
Netherlands
$255K -$40.1K -346 -14%
BTW
364
Boston Trust Walden
Massachusetts
$254K -$2.9K -25 -1%
IRC
365
Investors Research Corp
Georgia
$254K – – –
HNB
366
Huntington National Bank
Ohio
$253K +$61.9K +534 +33%
LC
367
Landaas & Company
Wisconsin
$251K – – –
LC
368
Lindbrook Capital
California
$251K – – –
BWA
369
BDO Wealth Advisors
Florida
$249K – – –
BNP Paribas Asset Management
370
BNP Paribas Asset Management
France
$248K – – –
BSW
371
Buckingham Strategic Wealth
Missouri
$247K +$243K +2,094 New
AFP
372
Ausdal Financial Partners
Iowa
$244K – – –
SFG
373
SNS Financial Group
Minnesota
$239K – – –
SEP
374
Southland Equity Partners
Missouri
$238K +$5.8K +50 +3%
IP
375
Isthmus Partners
Wisconsin
$237K +$233K +2,007 New