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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
GIC
376
Gantzert Investment Company
Illinois
$35K – – –
HCA
377
Horan Capital Advisors
Ohio
$35K – – –
SF
378
Synovus Financial
Georgia
$34K – – –
TA
379
TFG Advisers
Michigan
$34K +$33.6K +446 New
GRP
380
Global Retirement Partners
California
$33K -$13.3K -177 -30%
WT
381
Whittier Trust
California
$31K – – –
EP
382
Eudaimonia Partners
Tennessee
$30K +$29.2K +388 New
TRCT
383
Tower Research Capital (TRC)
New York
$29K -$2.1M -27,849 -99%
FANJ
384
Financial Architects (New Jersey)
New Jersey
$29K +$9.18K +122 +49%
MPWT
385
MassMutual Private Wealth & Trust
Connecticut
$28K +$27.2K +362 +36,200%
WAS
386
Winch Advisory Services
Wisconsin
$27K – – –
CLOS
387
Compagnie Lombard Odier SCmA
Switzerland
$26K – – –
CFB
388
Cullen/Frost Bankers
Texas
$25K -$37.6K -500 -61%
GI
389
Gradient Investments
Minnesota
$24K – – –
MSFP
390
Mark Sheptoff Financial Planning
Connecticut
$23K – – –
MIP
391
Mondrian Investment Partners
United Kingdom
$21K – – –
PB
392
Pinnacle Bancorp
Nebraska
$21K – – –
SMFS
393
Squar Milner Financial Services
California
$19K +$18.8K +250 New
EIP
394
Ellis Investment Partners
Pennsylvania
$18K -$17K -226 -49%
AAP
395
Arax Advisory Partners
Colorado
$17K +$7.53K +100 +84%
KPW
396
Kore Private Wealth
New York
$17K +$16.2K +215 New
TPWA
397
TRUE Private Wealth Advisors
Oregon
$17K +$16.9K +225 New
BL
398
Balentine LLC
Georgia
$16K – – –
SBL
399
Sargent Bickham Lagudis
Colorado
$16K – – –
CT
400
Caldwell Trust
Florida
$15.5K +$15.1K +200 New