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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
ZB
301
Zions Bancorporation
Utah
$75K +$24.9K +455 +63%
SBL
302
Sargent Bickham Lagudis
Colorado
$74K +$67.2K +1,226 New
IP
303
Isthmus Partners
Wisconsin
$73K – – –
ST
304
Smithfield Trust
Pennsylvania
$72K – – –
LOT
305
Lombard Odier Transatlantic
Quebec, Canada
$67K – – –
SWA
306
Sutton Wealth Advisors
Florida
$66.9K +$60.4K +1,102 New
DSC
307
Duncker Streett & Co
Missouri
$62K – – –
KPCM
308
Kings Point Capital Management
New York
$62K – – –
S
309
SignatureFD
Georgia
$62K +$7.94K +145 +17%
ClearBridge Investments
310
ClearBridge Investments
New York
$61K -$2.96K -54 -5%
CTC
311
Central Trust Company
Missouri
$59K -$5.48K -100 -9%
RIM
312
Ranger International Management
Illinois
$59K – – –
WAS
313
Winch Advisory Services
Wisconsin
$59K – – –
BBPWM
314
Blue Bell Private Wealth Management
Pennsylvania
$58K – – –
WTB
315
Washington Trust Bank
Washington
$51K +$21.1K +385 +85%
LNB
316
Ledyard National Bank
$49K – – –
CPA
317
Cowen Prime Advisors
New York
$46K – – –
HNB
318
Huntington National Bank
Ohio
$40K -$105K -1,921 -74%
EWM
319
Endurance Wealth Management
Rhode Island
$36K – – –
GT
320
Glenmede Trust
Pennsylvania
$34K -$3.07K -56 -9%
FAM
321
Fred Alger Management
New York
$34K +$9.81K +179 +47%
TCM
322
Tradewinds Capital Management
Washington
$33K – – –
MIP
323
Mondrian Investment Partners
United Kingdom
$32K +$164 +3 +0.7%
AIM
324
Advantage Investment Management
Iowa
$30K – – –
PR
325
Payden & Rygel
California
$30K – – –