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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
301
ClearBridge Investments
New York
$100K
WAS
302
Winch Advisory Services
Wisconsin
$99K +$96.1K +1,479 New
LIA
303
LS Investment Advisors
Michigan
$88K
OA
304
OFI Advisors
Pennsylvania
$78K +$2.27K +35 +3%
TFMS
305
Trust & Fiduciary Management Services
Massachusetts
$78K +$25.9K +398 +52%
WTB
306
Washington Trust Bank
Washington
$77K +$74.7K +1,150 New
MFS
307
MSI Financial Services
Massachusetts
$74K +$70K +1,077 +3,590%
BBPWM
308
Blue Bell Private Wealth Management
Pennsylvania
$64K
BPBT
309
Boston Private Bank & Trust
Massachusetts
$61K
RNS
310
Robert N. Shapiro
$57K
Bessemer Group
311
Bessemer Group
New Jersey
$56K
NSIM
312
North Star Investment Management
Illinois
$56K +$54.4K +837 New
SSB
313
Sandy Spring Bank
Maryland
$54K -$2.4K -37 -4%
LNB
314
Ledyard National Bank
$54K
MFBTD
315
MB Financial Bank - Trust Department
Illinois
$54K
FHA
316
First Horizon Advisors
Tennessee
$53K +$15.3K +236 +44%
WC
317
Whitnell & Co
Illinois
$52K -$15.8K -244 -24%
SCG
318
Strategic Capital Group
Washington
$50K -$50.1K -772 -51%
CPA
319
Cowen Prime Advisors
New York
$50K
DVM
320
Dreman Value Management
Florida
$50K +$2.08K +32 +4%
PAS
321
Partnervest Advisory Services
California
$48K -$390 -6 -0.8%
QT
322
Quantbot Technologies
New York
$46K -$299K -4,600 -87%
GT
323
Glenmede Trust
Pennsylvania
$36K
TCM
324
Tradewinds Capital Management
Washington
$36K
KPCM
325
Kings Point Capital Management
New York
$35K