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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
TF
401
Tompkins Financial
New York
$98.9K – – –
WT
402
Washington Trust
Rhode Island
$98.9K – – –
RhumbLine Advisers
403
RhumbLine Advisers
Massachusetts
$98.4K -$8.35K -100 -9%
ASN
404
Advisory Services Network
Georgia
$98K +$82.6K +990 New
IHWM
405
Iron Horse Wealth Management
Iowa
$97K – – –
WCM
406
Winthrop Capital Management
Indiana
$96.3K +$81.2K +973 New
BBPWM
407
Blue Bell Private Wealth Management
Pennsylvania
$95K – – –
BWM
408
BKM Wealth Management
Wisconsin
$93.2K +$78.6K +942 New
PFA
409
Pathway Financial Advisers
Indiana
$92.3K +$835 +10 +1%
WT
410
Whittier Trust
California
$91.6K – – –
HNB
411
Huntington National Bank
Ohio
$88.2K -$20.9K -250 -22%
JWM
412
Janiczek Wealth Management
Colorado
$85.2K -$2.42K -29 -3%
SFFS
413
Stonehage Fleming Financial Services
Jersey
$82.3K +$35.6K +426 +108%
DFA
414
DHJJ Financial Advisors
Illinois
$79.4K – – –
BCA
415
Bray Capital Advisors
Florida
$79.2K – – –
MSWM
416
McGlone Suttner Wealth Management
Wisconsin
$76.6K +$64.7K +775 New
FFA
417
Farther Finance Advisors
California
$67.6K +$57K +683 New
Carson Wealth (CWM LLC)
418
Carson Wealth (CWM LLC)
Nebraska
$67K -$35.1K -421 -38%
CWM
419
Compass Wealth Management
Connecticut
$59.4K – – –
PGAM
420
Princeton Global Asset Management
New Jersey
$59.4K – – –
IBOK
421
Independence Bank of Kentucky
Kentucky
$59.4K +$50.1K +600 New
PTC
422
Private Trust Company
Ohio
$59.2K – – –
HCP
423
Hexagon Capital Partners
Arkansas
$54.8K +$19.3K +231 +72%
GBT
424
Grove Bank & Trust
Florida
$50.5K – – –
GRP
425
Global Retirement Partners
California
$49.8K +$28.1K +337 +177%