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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
326
Kings Point Capital Management
New York
$38K – – –
SF
327
Synovus Financial
Georgia
$37K – – –
PAS
328
Partnervest Advisory Services
California
$35K -$16.6K -238 -33%
NSIM
329
North Star Investment Management
Illinois
$33K -$27.3K -392 -47%
CFA
330
Carroll Financial Associates
North Carolina
$32K +$23.4K +335 +335%
DIA
331
Davidson Investment Advisors
Montana
$31K – – –
FNBT
332
FineMark National Bank & Trust
Florida
$31K – – –
HRC
333
Hoertkorn Richard Charles
$29K – – –
QAM
334
QCI Asset Management
New York
$26K – – –
PSUF
335
People's United Financial
Connecticut
$24K – – –
SCG
336
Strategic Capital Group
Washington
$20K -$33.3K -478 -64%
ARMC
337
American Research & Management Company
Massachusetts
$20K – – –
PIM
338
Parasol Investment Management
Illinois
$20K – – –
FBT
339
Founders Bank & Trust
Michigan
$19K – – –
WEC
340
Winslow Evans & Crocker
Massachusetts
$18.2K – – –
EFSCE
341
Enterprise Financial Services Corp (EFSC)
Missouri
$18K – – –
EWM
342
Evercore Wealth Management
New York
$18K +$16.9K +242 New
MBT
343
Monroe Bank & Trust
Michigan
$15K – – –
RFA
344
Reilly Financial Advisors
California
$15K +$13.9K +200 New
BC
345
Bartlett & Co
Ohio
$14K – – –
ST
346
SpiderRock Trading
Illinois
$14K – – –
PCM
347
Prelude Capital Management
New York
$13K +$11.9K +170 New
TIM
348
Tortoise Investment Management
New York
$12K +$11.5K +165 New
FAM
349
Fred Alger Management
New York
$10K -$8.71K -125 -48%
ECM
350
Exchange Capital Management
Michigan
$8K – – –
12 13
14
15 16