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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
551
1620 Investment Advisors
Massachusetts
$33K – – –
WOSD
552
WFA of San Diego
California
$32.4K – – –
AGWCA
553
Annis Gardner Whiting Capital Advisors
Florida
$28.9K +$28.2K +223 New
TWD
554
True Wealth Design
Ohio
$27.9K – – –
TC
555
Trust Company
Kansas
$25K +$633 +5 +3%
SAG
556
SageView Advisory Group
California
$24.2K +$23.6K +186 New
BGAI
557
Bruce G. Allen Investments
Colorado
$23.1K – – –
FMP
558
Financial Management Professionals
Texas
$22.5K – – –
LI
559
LRI Investments
Florida
$19.5K – – –
CRI
560
Commonwealth Retirement Investments
Virginia
$18K +$17.6K +139 New
BTI
561
Blue Trust Inc
Georgia
$17.3K – – –
AA
562
Addison Advisors
Vermont
$17.1K -$6.08K -48 -27%
JGIA
563
Jackson Grant Investment Advisers
Connecticut
$17.1K +$127 +1 +0.8%
TCM
564
Tradewinds Capital Management
Washington
$16.2K – – –
JWA
565
JFS Wealth Advisors
Pennsylvania
$15.7K – – –
CPG
566
Cornerstone Planning Group
New Jersey
$15.2K +$2.03K +16 +17%
MA
567
MCF Advisors
Kentucky
$14.3K – – –
SFAM
568
Sawyer Falduto Asset Management
Illinois
$14.3K +$13.9K +110 New
EP
569
Essential Partners
California
$14.1K – – –
PWPS
570
Pinnacle Wealth Planning Services
Ohio
$13.9K +$13.5K +107 New
RWPA
571
Richard W. Paul & Associates
Michigan
$13.8K -$4.68K -37 -26%
PGAM
572
Princeton Global Asset Management
New Jersey
$13K – – –
CTB
573
Country Trust Bank
Illinois
$12.1K -$12.7K -100 -52%
GIA
574
GHP Investment Advisors
Colorado
$10.3K – – –
WIM
575
Westside Investment Management
California
$9.25K – – –
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