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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
376
Winch Advisory Services
Wisconsin
$44K -$33.1K -430 -43%
TC
377
Trilogy Capital
California
$43K +$385 +5 +0.9%
PAMU
378
Pictet Asset Management (UK)
United Kingdom
$41K
KPCM
379
Kings Point Capital Management
New York
$40K
SWM
380
SeaCrest Wealth Management
New York
$39K -$9.55K -124 -20%
LWS
381
Lucia Wealth Services
California
$39K +$25K +325 +184%
BCP
382
Blackhawk Capital Partners
Wisconsin
$37K
RFC
383
Regions Financial Corp
Alabama
$36K +$13.4K +174 +61%
FNB
384
Farmers National Bank
Kentucky
$35K
SF
385
Synovus Financial
Georgia
$34K +$33.8K +439 New
FHA
386
First Horizon Advisors
Tennessee
$32K -$11.9K -154 -26%
LWA
387
Lenox Wealth Advisors
New York
$31K -$93.3K -1,212 -75%
AIM
388
Advantage Investment Management
Iowa
$31K
FANJ
389
Financial Architects (New Jersey)
New Jersey
$30K
HRC
390
Hoertkorn Richard Charles
$30K
LIA
391
LS Investment Advisors
Michigan
$30K
AssetMark Inc
392
AssetMark Inc
California
$30K +$1.23K +16 +4%
SIM
393
Sonora Investment Management
Arizona
$30K +$26K +338 +676%
WT
394
Whittier Trust
California
$29K
DSI
395
Daiwa SB Investments
Japan
$28K +$3.08K +40 +13%
QCIG
396
Quad-Cities Investment Group
Iowa
$28K +$27.9K +363 New
MSA
397
Marino Stram & Associates
Massachusetts
$26K +$154 +2 +0.6%
SFA
398
Spectrum Financial Alliance
Kentucky
$26K +$26.2K +340 New
CCM
399
Covington Capital Management
California
$25K
MIP
400
Mondrian Investment Partners
United Kingdom
$24K +$77 +1 +0.4%