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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
WHG
351
Westwood Holdings Group
Texas
$276K -$77K -664 -22%
AF
352
Advisornet Financial
Minnesota
$274K -$23.2K -200 -8%
PFO
353
Pathstone Family Office
New Jersey
$272K -$2.43K -21 -0.9%
SIA
354
Schechter Investment Advisors
Michigan
$267K +$45.6K +393 +21%
GLA
355
Good Life Advisors
Pennsylvania
$266K +$10.7K +92 +4%
ASN
356
Advisory Services Network
Georgia
$263K +$259K +2,232 New
OWP
357
Obermeyer Wealth Partners
Colorado
$262K
RW
358
REDW Wealth
New Mexico
$262K
MA
359
Mutual Advisors
Nebraska
$261K +$10.3K +89 +4%
IAA
360
Independent Advisor Alliance
North Carolina
$257K
DT
361
Diversified Trust
Tennessee
$256K
IG
362
ING Group
Netherlands
$255K -$40.1K -346 -14%
BTW
363
Boston Trust Walden
Massachusetts
$254K -$2.9K -25 -1%
IRC
364
Investors Research Corp
Georgia
$254K
HNB
365
Huntington National Bank
Ohio
$253K +$61.9K +534 +33%
LC
366
Landaas & Company
Wisconsin
$251K
LC
367
Lindbrook Capital
California
$251K
BWA
368
BDO Wealth Advisors
Florida
$249K
BNP Paribas Asset Management
369
BNP Paribas Asset Management
France
$248K
BSW
370
Buckingham Strategic Wealth
Missouri
$247K +$243K +2,094 New
AFP
371
Ausdal Financial Partners
Iowa
$244K
SFG
372
SNS Financial Group
Minnesota
$239K
SEP
373
Southland Equity Partners
Missouri
$238K +$5.8K +50 +3%
IP
374
Isthmus Partners
Wisconsin
$237K +$233K +2,007 New
SW
375
Solidarity Wealth
Utah
$237K +$239K +2,065 New