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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
401
Capital Bank & Trust
California
$22K – – –
MIP
402
Mondrian Investment Partners
United Kingdom
$21K +$74 +1 +0.5%
PB
403
Pinnacle Bancorp
Nebraska
$20K – – –
PCG
404
Private Capital Group
Connecticut
$19K -$23.8K -322 -56%
LB
405
Legacy Bridge
Iowa
$19K – – –
SMFS
406
Squar Milner Financial Services
California
$18K – – –
TNBTD
407
Trustmark National Bank Trust Department
Mississippi
$17K – – –
SBL
408
Sargent Bickham Lagudis
Colorado
$16K – – –
PCIA
409
Prime Capital Investment Advisors
Kansas
$16K +$13.8K +187 +850%
BL
410
Balentine LLC
Georgia
$15K – – –
EWM
411
Executive Wealth Management
Michigan
$15K – – –
LF
412
Lee Financial
Texas
$15K – – –
FAM
413
Fred Alger Management
New York
$13K -$24.2K -327 -66%
LFA
414
Legacy Financial Advisors
Kentucky
$13K +$2.66K +36 +26%
FCA
415
FinTrust Capital Advisors
South Carolina
$13K +$5.18K +70 +70%
RCAG
416
Rehmann Capital Advisory Group
Michigan
$12K -$1.48K -20 -11%
PCP
417
Proficio Capital Partners
Massachusetts
$12K -$22.7K -307 -65%
AIA
418
Alera Investment Advisors
Illinois
$12K -$1.11K -15 -8%
FHB
419
First Hawaiian Bank
Hawaii
$12K – – –
PW
420
Price Wealth
Texas
$12K – – –
CIAS
421
Capital Investment Advisory Services
North Carolina
$11K – – –
TC
422
Truvestments Capital
Florida
$11K +$10.8K +146 New
RFC
423
Regions Financial Corp
Alabama
$10K -$11.5K -155 -53%
SWP
424
Strategic Wealth Partners
Ohio
$10K +$9.61K +130 New
HDIM
425
Hanson & Doremus Investment Management
Vermont
$10K +$9.91K +134 New
15 16
17
18 19