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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$24K +$9.74K +129 +65%
ASN
377
Advisory Services Network
Georgia
$23K +$23.3K +308 New
PSUF
378
People's United Financial
Connecticut
$21K -$4K -53 -16%
PB
379
Pinnacle Bancorp
Nebraska
$21K +$21.1K +279 New
SFG
380
SevenBridge Financial Group
Pennsylvania
$20K -$5.06K -67 -20%
PMFA
381
Plante Moran Financial Advisors
Michigan
$20K +$8.38K +111 +71%
FAM
382
Fred Alger Management
New York
$19K -$14.7K -195 -43%
EWM
383
Evercore Wealth Management
New York
$18K – – –
ZB
384
Zions Bancorporation
Utah
$17K -$36.2K -479 -68%
FCB
385
First Command Bank
Texas
$17K – – –
FCFS
386
First Command Financial Services
Texas
$17K – – –
DSI
387
Daiwa SB Investments
Japan
$17K +$6.04K +80 +53%
SBL
388
Sargent Bickham Lagudis
Colorado
$16K -$67.9K -899 -81%
LF
389
Lee Financial
Texas
$15K – – –
LWA
390
Lenox Wealth Advisors
New York
$15K – – –
MBT
391
Monroe Bank & Trust
Michigan
$15K – – –
IP
392
Intellectus Partners
California
$13K – – –
RWA
393
Ropes Wealth Advisors
Massachusetts
$13K – – –
WA
394
Winfield Associates
Ohio
$13K – – –
SEI Investments
395
SEI Investments
Pennsylvania
$12K +$12.4K +164 New
FWM
396
Focused Wealth Management
New York
$11K – – –
FANJ
397
Financial Architects (New Jersey)
New Jersey
$7K – – –
WP
398
WealthPLAN Partners
Nebraska
$6.7K +$6.8K +90 New
DBT
399
Dubuque Bank & Trust
Iowa
$6K – – –
OFW
400
Omnia Family Wealth
Florida
$5K – – –