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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
376
AssetMark Inc
California
$31K +$1.02K +14 +3%
AIM
377
Advantage Investment Management
Iowa
$30K – – –
WT
378
Whittier Trust
California
$30K +$1.89K +26 +7%
QCIG
379
Quad-Cities Investment Group
Iowa
$27K – – –
WAS
380
Winch Advisory Services
Wisconsin
$26K – – –
CLOS
381
Compagnie Lombard Odier SCmA
Switzerland
$25K – – –
GI
382
Gradient Investments
Minnesota
$23K – – –
MSFP
383
Mark Sheptoff Financial Planning
Connecticut
$22K +$21.9K +300 New
MIP
384
Mondrian Investment Partners
United Kingdom
$21K +$73 +1 +0.5%
PB
385
Pinnacle Bancorp
Nebraska
$20K – – –
PCG
386
Private Capital Group
Connecticut
$20K +$1.24K +17 +7%
LB
387
Legacy Bridge
Iowa
$19K – – –
FANJ
388
Financial Architects (New Jersey)
New Jersey
$18K – – –
SBL
389
Sargent Bickham Lagudis
Colorado
$16K – – –
BL
390
Balentine LLC
Georgia
$15K – – –
ACA
391
Atlas Capital Advisors
Wyoming
$14K +$2.4K +33 +21%
FGAM
392
Financial Gravity Asset Management
Texas
$12K -$9.54K -131 -45%
FWM
393
Focused Wealth Management
New York
$11K – – –
TC
394
Truvestments Capital
Florida
$11K – – –
1IA
395
1834 Investment Advisors
Wisconsin
$10K -$53.9K -740 -84%
AAP
396
Arax Advisory Partners
Colorado
$9K – – –
TCM
397
Tradewinds Capital Management
Washington
$9K – – –
FHA
398
Flagship Harbor Advisors
Massachusetts
$9K +$2.92K +40 +48%
FMII
399
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
LF
400
Lee Financial
Texas
$7K -$7.29K -100 -50%