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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
376
CAPTRUST Financial Advisors
North Carolina
$37K – – –
FNB
377
Farmers National Bank
Kentucky
$34K – – –
GIC
378
Gantzert Investment Company
Illinois
$34K – – –
EIP
379
Ellis Investment Partners
Pennsylvania
$34K +$34.8K +455 New
SF
380
Synovus Financial
Georgia
$33K – – –
AIM
381
Advantage Investment Management
Iowa
$30K – – –
AssetMark Inc
382
AssetMark Inc
California
$30K +$5.51K +72 +22%
WT
383
Whittier Trust
California
$29K – – –
QCIG
384
Quad-Cities Investment Group
Iowa
$27K – – –
WAS
385
Winch Advisory Services
Wisconsin
$26K -$2.91K -38 -10%
CLOS
386
Compagnie Lombard Odier SCmA
Switzerland
$26K – – –
JCM
387
Jacobi Capital Management
Pennsylvania
$25K +$76 +1 +0.3%
GI
388
Gradient Investments
Minnesota
$24K +$24.1K +315 +31,500%
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$23K – – –
FGAM
390
Financial Gravity Asset Management
Texas
$22K -$2.75K -36 -11%
CBT
391
Capital Bank & Trust
California
$22K – – –
MIP
392
Mondrian Investment Partners
United Kingdom
$21K +$76 +1 +0.5%
PB
393
Pinnacle Bancorp
Nebraska
$20K – – –
PCG
394
Private Capital Group
Connecticut
$20K +$535 +7 +3%
FANJ
395
Financial Architects (New Jersey)
New Jersey
$19K -$10.3K -135 -35%
CCM
396
Covington Capital Management
California
$19K -$5.43K -71 -22%
LB
397
Legacy Bridge
Iowa
$19K – – –
SMFS
398
Squar Milner Financial Services
California
$19K – – –
EWM
399
Executive Wealth Management
Michigan
$19K +$4.28K +56 +28%
SBL
400
Sargent Bickham Lagudis
Colorado
$16K – – –