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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
301
Blue Bell Private Wealth Management
Pennsylvania
$57K
LNB
302
Ledyard National Bank
$48K
CPA
303
Cowen Prime Advisors
New York
$45K
VanEck Associates
304
VanEck Associates
New York
$41K
HNB
305
Huntington National Bank
Ohio
$40K -$71.3K -1,150 -63%
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$37.5K -$153K -2,460 -80%
RPG
307
Risk Paradigm Group
Texas
$36K +$37.2K +600 New
EWM
308
Evercore Wealth Management
New York
$34K +$13K +210 +62%
SCA
309
Strategic Capital Alternatives
United States
$33K +$33.9K +546 New
TCM
310
Tradewinds Capital Management
Washington
$32K
CFG
311
CKW Financial Group
Hawaii
$31K +$4.65K +75 +17%
IWMPD
312
Integrated Wealth Management (Palm Desert)
California
$27K +$28.6K +461 New
Manulife (Manufacturers Life Insurance)
313
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27K +$27.9M +449,409 +128,770%
DIA
314
Davidson Investment Advisors
Montana
$25K
HRC
315
Hoertkorn Richard Charles
$24K
PCM
316
Parsons Capital Management
Rhode Island
$24K +$24.8K +400 New
SF
317
Synovus Financial
Georgia
$22K -$7.81K -126 -25%
QAM
318
QCI Asset Management
New York
$21K
PSUF
319
People's United Financial
Connecticut
$20K
LIA
320
LS Investment Advisors
Michigan
$19K -$62.3K -1,005 -76%
DVM
321
Dreman Value Management
Florida
$18K
WC
322
Whitnell & Co
Illinois
$18K
ONB
323
Old National Bancorp
Indiana
$15K -$225K -3,620 -93%
EFSCE
324
Enterprise Financial Services Corp (EFSC)
Missouri
$15K
CIM
325
Contravisory Investment Management
Massachusetts
$15K +$15.8K +255 New