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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
376
Advantage Investment Management
Iowa
$32K -$3.27K -42 -10%
HRC
377
Hoertkorn Richard Charles
$32K – – –
LIA
378
LS Investment Advisors
Michigan
$31K – – –
PCP
379
Proficio Capital Partners
Massachusetts
$31K +$2.03K +26 +7%
FANJ
380
Financial Architects (New Jersey)
New Jersey
$31K +$2.73K +35 +10%
LWA
381
Lenox Wealth Advisors
New York
$31K +$30.3K +388 New
C
382
Cerebellum
California
$31K +$30.6K +392 New
WT
383
Whittier Trust
California
$30K – – –
MSA
384
Marino Stram & Associates
Massachusetts
$27K +$26.4K +338 New
CCM
385
Covington Capital Management
California
$26K – – –
AF
386
Advisornet Financial
Minnesota
$25K +$24.6K +315 New
DCM
387
Delpha Capital Management
New York
$25K +$24.6K +315 New
MIP
388
Mondrian Investment Partners
United Kingdom
$24K +$78 +1 +0.4%
TC
389
Telemus Capital
Michigan
$24K +$23.4K +300 New
DSI
390
Daiwa SB Investments
Japan
$22K +$1.56K +20 +8%
CPIG
391
Chicago Partners Investment Group
Illinois
$21K -$16K -205 -44%
SFG
392
SevenBridge Financial Group
Pennsylvania
$21K – – –
PCG
393
Private Capital Group
Connecticut
$20K +$19.6K +252 New
CAPTRUST Financial Advisors
394
CAPTRUST Financial Advisors
North Carolina
$19K +$18.5K +237 New
FCB
395
First Command Bank
Texas
$18K – – –
FCFS
396
First Command Financial Services
Texas
$18K – – –
SBL
397
Sargent Bickham Lagudis
Colorado
$17K – – –
LF
398
Lee Financial
Texas
$16K – – –
WA
399
Winfield Associates
Ohio
$16K – – –
SWP
400
Stratos Wealth Partners
Ohio
$16K +$15.4K +197 New