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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
451
180 Wealth Advisors
Washington
– -$234K -3,094 Closed
GAM
452
Gotham Asset Management
New York
– -$227K -3,007 Closed
KI
453
Koch Industries
Kansas
– -$203K -2,682 Closed
CCA
454
Clearwater Capital Advisors
Illinois
– -$185K -2,446 Closed
PWM
455
Perigon Wealth Management
California
– -$131K -1,728 Closed
PFGIA
456
Patriot Financial Group Insurance Agency
Massachusetts
– -$112K -1,500 Closed
IFAM
457
Institutional & Family Asset Management
Colorado
– -$97K -1,278 Closed
APP
458
Avantax Planning Partners
Iowa
– -$90K -1,197 Closed
OIA
459
Optimum Investment Advisors
Illinois
– -$76K -1,000 Closed
EWM
460
Endurance Wealth Management
Rhode Island
– -$45K -600 Closed
PMFA
461
Plante Moran Financial Advisors
Michigan
– -$44K -588 Closed
HDIM
462
Hanson & Doremus Investment Management
Vermont
– -$24K -315 Closed
TI
463
Truepoint Inc
Ohio
– -$3K -227 Closed
AOWM
464
Alpha Omega Wealth Management
Virginia
– -$15K -200 Closed
SWP
465
Stratos Wealth Partners
Ohio
– -$15K -197 Closed
FWM
466
Focused Wealth Management
New York
– -$11K -150 Closed
CIP
467
Convergence Investment Partners
Florida
– -$9K -118 Closed
KF
468
Krilogy Financial
Missouri
– -$1K -12 Closed
PCM
469
Poehling Capital Management
Wisconsin
– +$154 +2 New
15 16 17 18
19