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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Compass Wealth Management
Connecticut
$54.2K – – –
PGAM
402
Princeton Global Asset Management
New Jersey
$54.2K – – –
PTC
403
Private Trust Company
Ohio
$54K +$21.9K +248 +71%
LM
404
Lincluden Management
Ontario, Canada
$54K -$1.86M -21,000 -97%
GWS
405
Glassman Wealth Services
Virginia
$47.7K +$8.49K +96 +22%
GBT
406
Grove Bank & Trust
Florida
$46.1K – – –
CAL
407
Capital Analysts LLC
Pennsylvania
$41K +$265 +3 +0.7%
RCM
408
Ravenstone Capital Management
$39.8K – – –
SCA
409
Stonebridge Capital Advisors
Minnesota
$39.6K – – –
BTI
410
Blue Trust Inc
Georgia
$34K -$796 -9 -2%
JMF
411
Johnson Midwest Financial
Iowa
$33.1K +$7.07K +80 +28%
WAS
412
Winch Advisory Services
Wisconsin
$32K – – –
HCP
413
Hexagon Capital Partners
Arkansas
$31.1K +$7.07K +80 +30%
CA
414
Crewe Advisors
Utah
$28.4K +$27.8K +315 New
ZB
415
Zions Bancorporation
Utah
$28.3K +$619 +7 +2%
BCV
416
Banque Cantonale Vaudoise
Switzerland
$27K – – –
PIAS
417
PCA Investment Advisory Services
Ohio
$25.8K +$25.3K +286 New
Daiwa Securities Group
418
Daiwa Securities Group
Japan
$23K – – –
WOSD
419
WFA of San Diego
California
$22.6K +$22.1K +250 New
MPWT
420
MassMutual Private Wealth & Trust
Connecticut
$22.4K +$1.24K +14 +6%
SF
421
Safeguard Financial
Wisconsin
$22K +$22.2K +251 New
CFGS
422
Concourse Financial Group Securities
Alabama
$21.7K – – –
HFM
423
Harvest Fund Management
China
$20K – – –
FA
424
Financial Avengers
California
$19.2K – – –
JWA
425
JFS Wealth Advisors
Pennsylvania
$18K +$1.59K +18 +10%