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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
OWD
251
Osborn Williams & Donohoe
Ohio
$347K
FWIA
252
Fort Washington Investment Advisors
Ohio
$346K
GA
253
Geneva Advisors
Illinois
$339K +$81.2K +1,135 +31%
Prudential Financial
254
Prudential Financial
New Jersey
$337K
Citadel Advisors
255
Citadel Advisors
Florida
$336K -$616K -8,613 -64%
MIC
256
MU Investments Company
Japan
$336K
Creative Planning
257
Creative Planning
Kansas
$334K -$308K -4,300 -48%
JMPWA
258
JP Morgan Private Wealth Advisors
California
$330K +$32K +447 +11%
NL
259
NWAM LLC
Washington
$323K -$139K -1,940 -30%
KFC
260
Klingenstein Fields & Co
New York
$317K
LNWWM
261
Laird Norton Wetherby Wealth Management
California
$316K +$5.01K +70 +2%
SI
262
SII Investments
Wisconsin
$315K -$167K -2,333 -34%
CMBA
263
C.M. Bidwell & Associates
Hawaii
$310K +$68K +950 +28%
Wellington Management Group
264
Wellington Management Group
Massachusetts
$308K -$404K -5,639 -57%
WA
265
WFG Advisors
Texas
$306K +$151K +2,104 +95%
NERM
266
New England Research & Management
Illinois
$297K -$558K -7,800 -65%
ACP
267
Ashfield Capital Partners
California
$292K
BOS
268
Bank of Stockton
California
$286K
FMBTD
269
First Midwest Bank Trust Division
Illinois
$285K -$14.3K -200 -5%
JAM
270
JCIC Asset Management
Ontario, Canada
$285K -$10.7K -150 -4%
PTC
271
Private Trust Company
Ohio
$285K
FBFS
272
First Business Financial Services
Wisconsin
$284K -$14.3K -200 -5%
CAM
273
Columbia Asset Management
Michigan
$284K +$6.44K +90 +2%
HJA
274
Hugh Johnson Advisors
New York
$278K +$3.72K +52 +1%
ONB
275
Old National Bancorp
Indiana
$274K -$22.5K -315 -8%