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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
301
Americafirst Capital Management
California
$150K – – –
PAM
302
Panagora Asset Management
Massachusetts
$147K – – –
SSB
303
Sandy Spring Bank
Maryland
$146K – – –
TRCT
304
Tower Research Capital (TRC)
New York
$140K +$13K +200 +10%
SBL
305
Sargent Bickham Lagudis
Colorado
$125K +$26.5K +408 +27%
KTC
306
Kistler-Tiffany Companies
Pennsylvania
$116K – – –
CF
307
CenterStar Fund
Illinois
$108K – – –
RCM
308
Riverhead Capital Management
Delaware
$105K -$119K -1,832 -53%
S
309
SignatureFD
Georgia
$101K +$17.6K +271 +21%
JFA
310
JNBA Financial Advisors
Minnesota
$101K +$100K +1,543 New
WAM
311
Wealthspire Advisors (Maryland)
Maryland
$89K – – –
TA
312
Teachers Advisors
New York
$88K – – –
PWM
313
Perigon Wealth Management
California
$85K +$83.9K +1,291 New
TWA
314
TCI Wealth Advisors
Arizona
$83K – – –
ST
315
Smithfield Trust
Pennsylvania
$78K – – –
IP
316
Isthmus Partners
Wisconsin
$76K – – –
ClearBridge Investments
317
ClearBridge Investments
New York
$75K -$390 -6 -0.5%
WTB
318
Washington Trust Bank
Washington
$75K +$14.3K +220 +24%
SWA
319
Sutton Wealth Advisors
Florida
$72.3K – – –
LOT
320
Lombard Odier Transatlantic
Quebec, Canada
$72K – – –
IA
321
IFP Advisors
Florida
$70K -$2.99K -46 -4%
DSC
322
Duncker Streett & Co
Missouri
$67K – – –
KPCM
323
Kings Point Capital Management
New York
$67K – – –
IWMPD
324
Integrated Wealth Management (Palm Desert)
California
$66K – – –
FHA
325
First Horizon Advisors
Tennessee
$65K -$14.5K -223 -18%