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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
FCT
426
First Community Trust
Iowa
$83K – – –
T
427
TCWP
Ohio
$75K +$74.5K +643 New
CA
428
Crewe Advisors
Utah
$73K – – –
CFB
429
Cullen/Frost Bankers
Texas
$72K – – –
PGAM
430
Princeton Global Asset Management
New Jersey
$71K – – –
APA
431
American Portfolios Advisors
New York
$70.2K – – –
PI
432
PineBridge Investments
New York
$66K -$11.8K -102 -18%
SWM
433
Spire Wealth Management
Virginia
$63K – – –
DSC
434
Duncker Streett & Co
Missouri
$62K – – –
KPCM
435
Kings Point Capital Management
New York
$61K – – –
TVWM
436
Tower View Wealth Management
Wisconsin
$59K -$23.2K -200 -29%
CAL
437
Capital Analysts LLC
Pennsylvania
$52K +$232 +2 +0.5%
RCM
438
Ravenstone Capital Management
$51.8K -$1.51K -13 -3%
SWM
439
Selective Wealth Management
Virginia
$47K +$46.4K +400 New
SFFS
440
Stonehage Fleming Financial Services
Jersey
$46K – – –
WAS
441
Winch Advisory Services
Wisconsin
$41K – – –
CLOS
442
Compagnie Lombard Odier SCmA
Switzerland
$40K – – –
ZB
443
Zions Bancorporation
Utah
$38K +$927 +8 +3%
ETC
444
Exchange Traded Concepts
Oklahoma
$37K +$348 +3 +1%
BCV
445
Banque Cantonale Vaudoise
Switzerland
$35K – – –
GWS
446
Glassman Wealth Services
Virginia
$35K +$927 +8 +3%
IWP
447
IAG Wealth Partners
Wisconsin
$34K – – –
JMF
448
Johnson Midwest Financial
Iowa
$34K – – –
Carson Wealth (CWM LLC)
449
Carson Wealth (CWM LLC)
Nebraska
$33K +$19.9K +172 +164%
GRP
450
Global Retirement Partners
California
$33K +$36.3K +313 New