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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
401
Cowen Prime Advisors
New York
$81K – – –
AAP
402
Arax Advisory Partners
Colorado
$80K +$10.2K +95 +15%
FCT
403
First Community Trust
Iowa
$76.2K +$76.2K +707 New
PI
404
PineBridge Investments
New York
$75K -$23.6K -219 -28%
TVWM
405
Tower View Wealth Management
Wisconsin
$75K – – –
LM
406
Lincluden Management
Ontario, Canada
$71K – – –
SOW
407
State of Wyoming
Wyoming
$69K -$75.6K -702 -52%
CFB
408
Cullen/Frost Bankers
Texas
$66K – – –
NIM
409
NuWave Investment Management
New Jersey
$66K +$21.7K +201 +49%
CA
410
Crewe Advisors
Utah
$66K +$66.3K +615 New
PGAM
411
Princeton Global Asset Management
New Jersey
$65K – – –
APA
412
American Portfolios Advisors
New York
$64.1K – – –
MGIM
413
M&G Investment Management
United Kingdom
$60.6K -$1.44M -13,359 -2%
SWM
414
Spire Wealth Management
Virginia
$58K – – –
DSC
415
Duncker Streett & Co
Missouri
$57K – – –
KPCM
416
Kings Point Capital Management
New York
$56K – – –
BAM
417
Barrett Asset Management
New York
$54K – – –
RCM
418
Ravenstone Capital Management
$48.7K -$52.4K -486 -52%
CAL
419
Capital Analysts LLC
Pennsylvania
$47K +$216 +2 +0.5%
OA
420
Operose Advisors
Wisconsin
$46K +$45.9K +426 New
SFFS
421
Stonehage Fleming Financial Services
Jersey
$42K +$14.9K +138 +54%
CTC
422
Central Trust Company
Missouri
$41K -$6.9K -64 -14%
WAS
423
Winch Advisory Services
Wisconsin
$38K – – –
CLOS
424
Compagnie Lombard Odier SCmA
Switzerland
$37K – – –
ZB
425
Zions Bancorporation
Utah
$34K – – –
15 16
17
18 19