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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
PP
401
Pacifica Partners
Canada
$76K – – –
CPA
402
Cowen Prime Advisors
New York
$72K – – –
FCT
403
First Community Trust
Iowa
$68K – – –
VVP
404
Venture Visionary Partners
Ohio
$66.5K +$73.5K +692 New
CTC
405
Central Trust Company
Missouri
$66K -$7.97K -75 -10%
CFB
406
Cullen/Frost Bankers
Texas
$59K – – –
PGAM
407
Princeton Global Asset Management
New Jersey
$58K – – –
SWM
408
SeaCrest Wealth Management
New York
$58K +$64.3K +605 New
APA
409
American Portfolios Advisors
New York
$57.2K – – –
PI
410
PineBridge Investments
New York
$56K – – –
DSC
411
Duncker Streett & Co
Missouri
$51K – – –
BTI
412
Blue Trust Inc
Georgia
$45K +$40.5K +381 New
RCM
413
Ravenstone Capital Management
$42.3K – – –
CAL
414
Capital Analysts LLC
Pennsylvania
$42K +$213 +2 +0.5%
1IA
415
1834 Investment Advisors
Wisconsin
$39K +$42.8K +403 New
SFFS
416
Stonehage Fleming Financial Services
Jersey
$38K – – –
WAS
417
Winch Advisory Services
Wisconsin
$34K – – –
PTC
418
Private Trust Company
Ohio
$34K +$37.2K +350 New
CLOS
419
Compagnie Lombard Odier SCmA
Switzerland
$33K – – –
ZB
420
Zions Bancorporation
Utah
$31K +$106 +1 +0.3%
GRP
421
Global Retirement Partners
California
$31K +$638 +6 +2%
GWS
422
Glassman Wealth Services
Virginia
$31K +$3.4K +32 +11%
BCV
423
Banque Cantonale Vaudoise
Switzerland
$29K – – –
JMF
424
Johnson Midwest Financial
Iowa
$28K – – –
JWA
425
JFS Wealth Advisors
Pennsylvania
$28K +$4.57K +43 +17%