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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
301
Next Financial Group
Texas
$83K -$21.4K -341 -20%
IP
302
Isthmus Partners
Wisconsin
$71K
ST
303
Smithfield Trust
Pennsylvania
$70K
OA
304
OFI Advisors
Pennsylvania
$68K +$6.72K +107 +10%
KPCM
305
Kings Point Capital Management
New York
$60K
WAS
306
Winch Advisory Services
Wisconsin
$58K -$32.1K -511 -34%
BBPWM
307
Blue Bell Private Wealth Management
Pennsylvania
$57K
LNB
308
Ledyard National Bank
$47K
CPA
309
Cowen Prime Advisors
New York
$45K
VanEck Associates
310
VanEck Associates
New York
$45K +$5.78K +92 +14%
HNB
311
Huntington National Bank
Ohio
$42K +$2.57K +41 +6%
EWM
312
Endurance Wealth Management
Rhode Island
$36K +$37.7K +600 New
SCA
313
Strategic Capital Alternatives
United States
$33K
TCM
314
Tradewinds Capital Management
Washington
$32K
CFG
315
CKW Financial Group
Hawaii
$31K
MIP
316
Mondrian Investment Partners
United Kingdom
$30K +$25.1K +400 New
Manulife (Manufacturers Life Insurance)
317
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26K -$657K -10,460 -2%
DIA
318
Davidson Investment Advisors
Montana
$25K
HRC
319
Hoertkorn Richard Charles
$23K
SF
320
Synovus Financial
Georgia
$22K
QAM
321
QCI Asset Management
New York
$21K
AIM
322
Advantage Investment Management
Iowa
$21K +$12.6K +200 +133%
EWM
323
Evercore Wealth Management
New York
$20K -$12.4K -198 -36%
PSUF
324
People's United Financial
Connecticut
$20K
LM
325
Lincluden Management
Ontario, Canada
$19.1K -$1.18M -18,865 -6%