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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
401
Barrett Asset Management
New York
$50K – – –
CTC
402
Central Trust Company
Missouri
$45K +$2.52K +25 +6%
CAL
403
Capital Analysts LLC
Pennsylvania
$43K +$201 +2 +0.5%
NIM
404
NuWave Investment Management
New Jersey
$41K -$284K -2,824 -87%
WAS
405
Winch Advisory Services
Wisconsin
$35K – – –
CLOS
406
Compagnie Lombard Odier SCmA
Switzerland
$34K – – –
TFIPS
407
Towarzystwo Funduszy Inwestycyjnych PZU SA
$32.9K – – –
ZB
408
Zions Bancorporation
Utah
$32K – – –
ETC
409
Exchange Traded Concepts
Oklahoma
$31K -$195K -1,937 -86%
CAM
410
CenterStar Asset Management
Illinois
$31K – – –
IWP
411
IAG Wealth Partners
Wisconsin
$29K – – –
BFC
412
Bedel Financial Consulting
Indiana
$26K – – –
SFFS
413
Stonehage Fleming Financial Services
Jersey
$25K – – –
AWM
414
Avior Wealth Management
Nebraska
$25K +$25.4K +252 New
CFGS
415
Concourse Financial Group Securities
Alabama
$24K -$25.2K -250 -51%
SBL
416
Sargent Bickham Lagudis
Colorado
$21K – – –
GWS
417
Glassman Wealth Services
Virginia
$18K +$3.52K +35 +24%
NFG
418
Next Financial Group
Texas
$18K +$3.52K +35 +24%
SCA
419
Stonebridge Capital Advisors
Minnesota
$17K -$47.8K -475 -73%
TFS
420
TrustCore Financial Services
Tennessee
$17K +$17.3K +172 New
FMII
421
Farmers & Merchants Investments Inc
Nebraska
$16K – – –
ME
422
McIlrath & Eck
Washington
$16K – – –
CP
423
Corbenic Partners
Pennsylvania
$15K – – –
FWM
424
Focused Wealth Management
New York
$15K – – –
LS
425
Leelyn Smith
Illinois
$15K – – –
15 16
17
18 19