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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
376
Horan Capital Advisors
Ohio
$35K – – –
SF
377
Synovus Financial
Georgia
$34K – – –
TA
378
TFG Advisers
Michigan
$34K +$33.6K +446 New
GRP
379
Global Retirement Partners
California
$33K -$13.3K -177 -30%
WT
380
Whittier Trust
California
$31K – – –
EP
381
Eudaimonia Partners
Tennessee
$30K +$29.2K +388 New
TRCT
382
Tower Research Capital (TRC)
New York
$29K -$2.1M -27,849 -99%
FANJ
383
Financial Architects (New Jersey)
New Jersey
$29K +$9.18K +122 +49%
MPWT
384
MassMutual Private Wealth & Trust
Connecticut
$28K +$27.2K +362 +36,200%
WAS
385
Winch Advisory Services
Wisconsin
$27K – – –
CLOS
386
Compagnie Lombard Odier SCmA
Switzerland
$26K – – –
CFB
387
Cullen/Frost Bankers
Texas
$25K -$37.6K -500 -61%
GI
388
Gradient Investments
Minnesota
$24K – – –
MSFP
389
Mark Sheptoff Financial Planning
Connecticut
$23K – – –
MIP
390
Mondrian Investment Partners
United Kingdom
$21K – – –
PB
391
Pinnacle Bancorp
Nebraska
$21K – – –
SMFS
392
Squar Milner Financial Services
California
$19K +$18.8K +250 New
EIP
393
Ellis Investment Partners
Pennsylvania
$18K -$17K -226 -49%
AAP
394
Arax Advisory Partners
Colorado
$17K +$7.53K +100 +84%
KPW
395
Kore Private Wealth
New York
$17K +$16.2K +215 New
TPWA
396
TRUE Private Wealth Advisors
Oregon
$17K +$16.9K +225 New
BL
397
Balentine LLC
Georgia
$16K – – –
SBL
398
Sargent Bickham Lagudis
Colorado
$16K – – –
CT
399
Caldwell Trust
Florida
$15.5K +$15.1K +200 New
RCA
400
Ranch Capital Advisors
Florida
$15K +$14.2K +188 New
14 15
16
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