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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
401
Blue Bell Private Wealth Management
Pennsylvania
$103K +$103K +960 New
HI
402
Hudock Inc
Pennsylvania
$97K +$323 +3 +0.3%
PP
403
Pacifica Partners
Canada
$87K -$2.8K -26 -3%
BCA
404
Bray Capital Advisors
Florida
$86K – – –
CPA
405
Cowen Prime Advisors
New York
$81K – – –
AAP
406
Arax Advisory Partners
Colorado
$80K +$10.2K +95 +15%
FCT
407
First Community Trust
Iowa
$76.2K +$76.2K +707 New
PI
408
PineBridge Investments
New York
$75K -$23.6K -219 -28%
TVWM
409
Tower View Wealth Management
Wisconsin
$75K – – –
LM
410
Lincluden Management
Ontario, Canada
$71K – – –
SOW
411
State of Wyoming
Wyoming
$69K -$75.6K -702 -52%
CFB
412
Cullen/Frost Bankers
Texas
$66K – – –
NIM
413
NuWave Investment Management
New Jersey
$66K +$21.7K +201 +49%
CA
414
Crewe Advisors
Utah
$66K +$66.3K +615 New
PGAM
415
Princeton Global Asset Management
New Jersey
$65K – – –
APA
416
American Portfolios Advisors
New York
$64.1K – – –
SWM
417
Spire Wealth Management
Virginia
$58K – – –
DSC
418
Duncker Streett & Co
Missouri
$57K – – –
KPCM
419
Kings Point Capital Management
New York
$56K – – –
BAM
420
Barrett Asset Management
New York
$54K – – –
RCM
421
Ravenstone Capital Management
$48.7K -$52.4K -486 -52%
CAL
422
Capital Analysts LLC
Pennsylvania
$47K +$216 +2 +0.5%
OA
423
Operose Advisors
Wisconsin
$46K +$45.9K +426 New
SFFS
424
Stonehage Fleming Financial Services
Jersey
$42K +$14.9K +138 +54%
CTC
425
Central Trust Company
Missouri
$41K -$6.9K -64 -14%
15 16
17
18 19