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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
LWS
376
Lucia Wealth Services
California
$57K +$14.7K +183 +36%
TPWA
377
TRUE Private Wealth Advisors
Oregon
$54.5K +$53.2K +661 New
APA
378
American Portfolios Advisors
New York
$49.1K – – –
PCG
379
Private Capital Group
Connecticut
$47K +$25.3K +315 +122%
TC
380
Trilogy Capital
California
$46K +$402 +5 +0.9%
KPCM
381
Kings Point Capital Management
New York
$43K – – –
SWM
382
SeaCrest Wealth Management
New York
$42K – – –
RFA
383
Reilly Financial Advisors
California
$42K +$41.3K +513 New
TC
384
Truvestments Capital
Florida
$42K +$41.3K +514 New
WAS
385
Winch Advisory Services
Wisconsin
$41K -$5.87K -73 -13%
UBS AM
386
UBS AM
Illinois
$39.9K -$192M -2,387,019 -100%
LFA
387
Legacy Financial Advisors
Kentucky
$37K +$16.9K +210 +88%
SF
388
Synovus Financial
Georgia
$36K – – –
APP
389
Avantax Planning Partners
Iowa
$34K +$33.6K +418 New
TRCT
390
Tower Research Capital (TRC)
New York
$33K -$702K -8,725 -96%
AIM
391
Advantage Investment Management
Iowa
$33K – – –
FANJ
392
Financial Architects (New Jersey)
New Jersey
$32K – – –
HRC
393
Hoertkorn Richard Charles
$32K – – –
LIA
394
LS Investment Advisors
Michigan
$32K – – –
WT
395
Whittier Trust
California
$31K – – –
NFG
396
Next Financial Group
Texas
$31K +$30.1K +374 New
AssetMark Inc
397
AssetMark Inc
California
$30K -$1.69K -21 -5%
QCIG
398
Quad-Cities Investment Group
Iowa
$30K – – –
CLOS
399
Compagnie Lombard Odier SCmA
Switzerland
$28K -$88.5K -1,100 -76%
DSI
400
Daiwa SB Investments
Japan
$28K -$1.61K -20 -6%