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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
KLWA
301
Kelly Lawrence W & Associates
California
$56K +$57.5K +1,000 New
WAS
302
Winch Advisory Services
Wisconsin
$55K – – –
RIM
303
Ranger International Management
Illinois
$55K +$55.8K +970 New
BBPWM
304
Blue Bell Private Wealth Management
Pennsylvania
$54K – – –
FHA
305
First Horizon Advisors
Tennessee
$50K -$4.77K -83 -9%
S
306
SignatureFD
Georgia
$49K +$22.9K +399 +85%
LNB
307
Ledyard National Bank
$45K – – –
CPA
308
Cowen Prime Advisors
New York
$42K – – –
TA
309
Teachers Advisors
New York
$40K +$40.5K +705 New
ZB
310
Zions Bancorporation
Utah
$39K +$38.5K +669 +1,287%
GT
311
Glenmede Trust
Pennsylvania
$35K +$29.1K +506 +405%
EWM
312
Endurance Wealth Management
Rhode Island
$34K – – –
HCM
313
Highlander Capital Management
New Jersey
$34K – – –
MIP
314
Mondrian Investment Partners
United Kingdom
$32K +$173 +3 +0.7%
TCM
315
Tradewinds Capital Management
Washington
$30K – – –
AIM
316
Advantage Investment Management
Iowa
$28K – – –
PR
317
Payden & Rygel
California
$28K +$28.8K +500 New
WTB
318
Washington Trust Bank
Washington
$26K -$11.2K -195 -30%
DIA
319
Davidson Investment Advisors
Montana
$24K – – –
DVM
320
Dreman Value Management
Florida
$24K +$7.19K +125 +42%
MWP
321
MYCIO Wealth Partners
Pennsylvania
$23K +$23K +400 New
HRC
322
Hoertkorn Richard Charles
$22K – – –
FAM
323
Fred Alger Management
New York
$22K +$22K +382 New
SF
324
Synovus Financial
Georgia
$21K – – –
QAM
325
QCI Asset Management
New York
$20K – – –
11 12
13
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