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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
376
Advantage Investment Management
Iowa
$30K – – –
WT
377
Whittier Trust
California
$30K +$1.89K +26 +7%
QCIG
378
Quad-Cities Investment Group
Iowa
$27K – – –
WAS
379
Winch Advisory Services
Wisconsin
$26K – – –
CLOS
380
Compagnie Lombard Odier SCmA
Switzerland
$25K – – –
GI
381
Gradient Investments
Minnesota
$23K – – –
MSFP
382
Mark Sheptoff Financial Planning
Connecticut
$22K +$21.9K +300 New
MIP
383
Mondrian Investment Partners
United Kingdom
$21K +$73 +1 +0.5%
PB
384
Pinnacle Bancorp
Nebraska
$20K – – –
PCG
385
Private Capital Group
Connecticut
$20K +$1.24K +17 +7%
LB
386
Legacy Bridge
Iowa
$19K – – –
FANJ
387
Financial Architects (New Jersey)
New Jersey
$18K – – –
SBL
388
Sargent Bickham Lagudis
Colorado
$16K – – –
BL
389
Balentine LLC
Georgia
$15K – – –
ACA
390
Atlas Capital Advisors
Wyoming
$14K +$2.4K +33 +21%
FGAM
391
Financial Gravity Asset Management
Texas
$12K -$9.54K -131 -45%
FWM
392
Focused Wealth Management
New York
$11K – – –
TC
393
Truvestments Capital
Florida
$11K – – –
1IA
394
1834 Investment Advisors
Wisconsin
$10K -$53.9K -740 -84%
AAP
395
Arax Advisory Partners
Colorado
$9K – – –
TCM
396
Tradewinds Capital Management
Washington
$9K – – –
FHA
397
Flagship Harbor Advisors
Massachusetts
$9K +$2.92K +40 +48%
FMII
398
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
LF
399
Lee Financial
Texas
$7K -$7.29K -100 -50%
RIA
400
Realta Investment Advisors
Delaware
$7K – – –
14 15
16
17 18