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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
451
Freedom Investment Management
Connecticut
– -$215K -2,843 Closed
AP
452
Advisor Partners
California
– -$211K -2,797 Closed
FRM
453
Fox Run Management
Connecticut
– -$210K -2,785 Closed
MPPLM
454
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$207K -2,746 Closed
BSW
455
Buckingham Strategic Wealth
Missouri
– -$206K -2,724 Closed
HF
456
HRT Financial
New York
– -$205K -2,724 Closed
V
457
Veritable
Delaware
– -$201K -2,666 Closed
CG
458
Cutler Group
California
– -$192K -2,637 Closed
DSC
459
Duncker Streett & Co
Missouri
– -$64K -850 Closed
LD
460
Lipe & Dalton
New York
– -$38K -500 Closed
MPWT
461
MassMutual Private Wealth & Trust
Connecticut
– -$22.2K -305 -100%
EWM
462
Executive Wealth Management
Michigan
– -$19K -256 Closed
CCM
463
Covington Capital Management
California
– -$19K -250 Closed
SMFS
464
Squar Milner Financial Services
California
– -$19K -250 Closed
TPWA
465
TRUE Private Wealth Advisors
Oregon
– -$16K -221 Closed
ESB
466
Essex Savings Bank
Connecticut
– -$15K -200 Closed
PW
467
Price Wealth
Texas
– -$12K -155 Closed
PCP
468
Proficio Capital Partners
Massachusetts
– -$11K -152 Closed
HDIM
469
Hanson & Doremus Investment Management
Vermont
– -$10K -134 Closed
TNBTD
470
Trustmark National Bank Trust Department
Mississippi
– -$9K -113 Closed
MF
471
Manchester Financial
California
– -$8K -100 Closed
SFG
472
SevenBridge Financial Group
Pennsylvania
– -$5K -62 Closed
W
473
WealthStone
Ohio
– -$3.47K -46 Closed
Parallax Volatility Advisers
474
Parallax Volatility Advisers
California
– -$1K -14 Closed
OSAM
475
O'Shaughnessy Asset Management
Connecticut
– +$73 +1 +100%