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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
OA
301
OFI Advisors
Pennsylvania
$62K -$248 -4 -0.4%
KPCM
302
Kings Point Capital Management
New York
$61K +$31K +500 +97%
BBPWM
303
Blue Bell Private Wealth Management
Pennsylvania
$57K – – –
LNB
304
Ledyard National Bank
$48K – – –
CPA
305
Cowen Prime Advisors
New York
$45K – – –
VanEck Associates
306
VanEck Associates
New York
$41K – – –
HNB
307
Huntington National Bank
Ohio
$40K -$71.3K -1,150 -63%
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$37.5K -$153K -2,460 -80%
RPG
309
Risk Paradigm Group
Texas
$36K +$37.2K +600 New
EWM
310
Evercore Wealth Management
New York
$34K +$13K +210 +62%
SCA
311
Strategic Capital Alternatives
United States
$33K +$33.9K +546 New
TCM
312
Tradewinds Capital Management
Washington
$32K – – –
CFG
313
CKW Financial Group
Hawaii
$31K +$4.65K +75 +17%
IWMPD
314
Integrated Wealth Management (Palm Desert)
California
$27K +$28.6K +461 New
DIA
315
Davidson Investment Advisors
Montana
$25K – – –
HRC
316
Hoertkorn Richard Charles
$24K – – –
PCM
317
Parsons Capital Management
Rhode Island
$24K +$24.8K +400 New
SF
318
Synovus Financial
Georgia
$22K -$7.81K -126 -25%
QAM
319
QCI Asset Management
New York
$21K – – –
PSUF
320
People's United Financial
Connecticut
$20K – – –
LIA
321
LS Investment Advisors
Michigan
$19K -$62.3K -1,005 -76%
DVM
322
Dreman Value Management
Florida
$18K – – –
WC
323
Whitnell & Co
Illinois
$18K – – –
ONB
324
Old National Bancorp
Indiana
$15K -$225K -3,620 -93%
EFSCE
325
Enterprise Financial Services Corp (EFSC)
Missouri
$15K – – –