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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
MJP
276
Michael J. Puzo
$233K – – –
TT
277
Tower Trust
Indiana
$230K +$28.9K +425 +14%
SC
278
SouthState Corp
Florida
$228K +$169K +2,480 +264%
CBU
279
CIBC Bank USA
Illinois
$224K – – –
ACM
280
Ativo Capital Management
Illinois
$224K +$229K +3,361 New
WTNA
281
Wilmington Trust National Association
Delaware
$224K +$229K +3,370 New
HJA
282
Hugh Johnson Advisors
New York
$222K +$226K +3,328 New
CAM
283
Columbia Asset Management
Michigan
$220K +$225K +3,300 New
FBFS
284
First Business Financial Services
Wisconsin
$219K – – –
B
285
BancorpSouth
Mississippi
$217K -$1.16K -17 -0.5%
LFG
286
LifePlan Financial Group
Ohio
$216K +$34K +500 +18%
NAMA
287
Nikko Asset Management Americas
New York
$212K +$204K +3,000 New
SC
288
Sumit Capital
New York
$206K +$210K +3,085 New
PTC
289
Private Trust Company
Ohio
$204K – – –
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$194K -$8.91K -131 -4%
ACM
291
Aviance Capital Management
Florida
$185K +$182K +2,670 +2,670%
HNB
292
Huntington National Bank
Ohio
$170K +$1.16K +17 +0.7%
PAM
293
Panagora Asset Management
Massachusetts
$150K – – –
BFA
294
BlackRock Fund Advisors
California
$144K -$2.59K -38 -2%
KTC
295
Kistler-Tiffany Companies
Pennsylvania
$141K – – –
LTFS
296
Ladenburg Thalmann Financial Services
Florida
$131K +$2.45K +36 +2%
DSC
297
Duncker Streett & Co
Missouri
$128K – – –
Lazard Asset Management
298
Lazard Asset Management
New York
$113K – – –
ST
299
Smithfield Trust
Pennsylvania
$105K – – –
SCG
300
Strategic Capital Group
Washington
$102K – – –