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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
376
Financial Gravity Asset Management
Texas
$100K – – –
GLLW
377
Graves Light Lenhart Wealth
Virginia
$100K – – –
JFA
378
JNBA Financial Advisors
Minnesota
$100K – – –
WT
379
Washington Trust
Rhode Island
$100K – – –
IHWM
380
Iron Horse Wealth Management
Iowa
$98K -$20.1K -200 -17%
PI
381
PineBridge Investments
New York
$98K +$77.8K +773 New
RCM
382
Ravenstone Capital Management
$93.1K +$94.5K +939 New
BCV
383
Banque Cantonale Vaudoise
Switzerland
$90K – – –
HI
384
Hudock Inc
Pennsylvania
$90K +$302 +3 +0.3%
KIG
385
Kowal Investment Group
Wisconsin
$87K +$87.5K +869 New
PP
386
Pacifica Partners
Canada
$81K – – –
BCA
387
Bray Capital Advisors
Florida
$80K – – –
CPA
388
Cowen Prime Advisors
New York
$75K – – –
TVWM
389
Tower View Wealth Management
Wisconsin
$70K +$70.5K +700 New
LM
390
Lincluden Management
Ontario, Canada
$66K -$1.68M -16,674 -96%
AAP
391
Arax Advisory Partners
Colorado
$65K +$2.92K +29 +5%
WT
392
Whittier Trust
California
$63K +$22.8K +226 +56%
CFB
393
Cullen/Frost Bankers
Texas
$61K +$60.4K +600 +5,000%
PGAM
394
Princeton Global Asset Management
New Jersey
$60K – – –
APA
395
American Portfolios Advisors
New York
$59.3K – – –
MGIM
396
M&G Investment Management
United Kingdom
$57.3K -$5.59M -55,529 -9%
SWM
397
Spire Wealth Management
Virginia
$54K – – –
KPCM
398
Kings Point Capital Management
New York
$52K – – –
DSC
399
Duncker Streett & Co
Missouri
$52K +$52.9K +526 New
RFA
400
Reilly Financial Advisors
California
$51K – – –
14 15
16
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