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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
BA
401
Bridgewater Associates
Connecticut
$260K -$4.49M -44,593 -95%
Thrivent Financial for Lutherans
402
Thrivent Financial for Lutherans
Minnesota
$259K -$169K -1,672 -41%
WHG
403
Westwood Holdings Group
Texas
$258K
PP
404
Patten & Patten
Tennessee
$258K
PNC
405
Park National Corp
Ohio
$257K
TA
406
Townsend & Associates
Colorado
$255K
HH
407
Hilltop Holdings
Texas
$254K -$72.1K -715 -24%
CCM
408
Chiron Capital Management
Florida
$249K -$71.6K -710 -24%
TRCT
409
Tower Research Capital (TRC)
New York
$246K -$2.87M -28,445 -93%
ASN
410
Advisory Services Network
Georgia
$245K +$1.51K +15 +0.7%
BWL
411
Bogart Wealth LLC
Virginia
$244K
CCA
412
Cobblestone Capital Advisors
New York
$243K
VFA
413
Valeo Financial Advisors
Indiana
$239K -$12.6K -125 -5%
FRM
414
Fox Run Management
Connecticut
$234K -$64.2K -637 -23%
Balyasny Asset Management
415
Balyasny Asset Management
Illinois
$233K +$212K +2,100 New
IRC
416
Investors Research Corp
Georgia
$233K
AFP
417
Ausdal Financial Partners
Iowa
$232K +$504 +5 +0.2%
LFA
418
Legacy Financial Advisors
Kentucky
$232K -$29.5K -293 -12%
1WA
419
180 Wealth Advisors
Washington
$230K +$210K +2,081 New
AFA
420
Avant Financial Advisors
Texas
$230K +$210K +2,080 New
RWMH
421
Riverpoint Wealth Management Holdings
Illinois
$230K +$209K +2,075 New
EPIM
422
Evelyn Partners Investment Management
$229K -$64.1K -636 -24%
SFG
423
SNS Financial Group
Minnesota
$228K +$208K +2,063 New
AF
424
Allworth Financial
California
$224K +$29.2K +290 +17%
AWM
425
Apollon Wealth Management
South Carolina
$222K +$203K +2,011 New