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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
T
426
TCWP
Ohio
$75K +$74.5K +643 New
CA
427
Crewe Advisors
Utah
$73K
CFB
428
Cullen/Frost Bankers
Texas
$72K
PGAM
429
Princeton Global Asset Management
New Jersey
$71K
APA
430
American Portfolios Advisors
New York
$70.2K
MGIM
431
M&G Investment Management
United Kingdom
$66.2K +$34.7K +299 +0.1%
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