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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
BB
251
Busey Bank
Illinois
$586K
HI
252
Harbour Investments
Wisconsin
$583K +$197K +2,082 +54%
BC
253
Burney Company
Virginia
$566K -$54.4K -576 -9%
GI
254
Gradient Investments
Minnesota
$549K -$50.9K -539 -9%
ECM
255
Evergreen Capital Management
Washington
$548K +$21.2K +225 +4%
Capstone Investment Advisors
256
Capstone Investment Advisors
New York
$542K +$524K +5,547 New
Squarepoint
257
Squarepoint
New York
$541K -$2.61M -27,657 -83%
FFM
258
Forum Financial Management
Illinois
$535K
NS
259
NBC Securities
Alabama
$531K -$16.2K -172 -3%
DMIC
260
Dixon Mitchell Investment Counsel
British Columbia, Canada
$526K -$130K -1,375 -20%
VT
261
Vise Technologies
New York
$520K +$173K +1,832 +52%
FCI
262
Financial Counselors Inc
Kansas
$515K -$378 -4 -0.1%
IF
263
Intrua Financial
Texas
$501K +$19.3K +204 +4%
OC
264
Oppenheimer & Co
New York
$491K -$55.7K -590 -11%
ZIM
265
Zacks Investment Management
Illinois
$487K
LOAMS
266
Lombard Odier Asset Management (Switzerland)
Switzerland
$483K +$472K +5,002 New
BCI
267
Brinker Capital Investments
Pennsylvania
$479K +$21.1K +224 +5%
OPS
268
Orion Portfolio Solutions
Nebraska
$479K +$21.1K +224 +5%
NRD
269
Nebula Research & Development
New York
$478K +$462K +4,895 New
NL
270
NWAM LLC
Washington
$473K +$283 +3 +0.1%
PSB
271
Passumpsic Savings Bank
Vermont
$467K +$452K +4,784 New
Prudential Financial
272
Prudential Financial
New Jersey
$466K
Credit Agricole
273
Credit Agricole
France
$454K +$47.3K +501 +11%
IWC
274
Integrated Wealth Concepts
Massachusetts
$453K -$21.7K -230 -5%
BFEC
275
Benjamin F. Edwards & Company
Missouri
$448K +$3.3K +35 +0.8%