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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
326
Visionary Asset Management
Texas
$40K +$38.2K +548 New
KPCM
327
Kings Point Capital Management
New York
$38K – – –
SF
328
Synovus Financial
Georgia
$37K – – –
PAS
329
Partnervest Advisory Services
California
$35K -$16.6K -238 -33%
NSIM
330
North Star Investment Management
Illinois
$33K -$27.3K -392 -47%
CFA
331
Carroll Financial Associates
North Carolina
$32K +$23.4K +335 +335%
DIA
332
Davidson Investment Advisors
Montana
$31K – – –
FNBT
333
FineMark National Bank & Trust
Florida
$31K – – –
HRC
334
Hoertkorn Richard Charles
$29K – – –
QAM
335
QCI Asset Management
New York
$26K – – –
PSUF
336
People's United Financial
Connecticut
$24K – – –
SCG
337
Strategic Capital Group
Washington
$20K -$33.3K -478 -64%
ARMC
338
American Research & Management Company
Massachusetts
$20K – – –
PIM
339
Parasol Investment Management
Illinois
$20K – – –
FBT
340
Founders Bank & Trust
Michigan
$19K – – –
WEC
341
Winslow Evans & Crocker
Massachusetts
$18.2K – – –
EFSCE
342
Enterprise Financial Services Corp (EFSC)
Missouri
$18K – – –
EWM
343
Evercore Wealth Management
New York
$18K +$16.9K +242 New
MBT
344
Monroe Bank & Trust
Michigan
$15K – – –
RFA
345
Reilly Financial Advisors
California
$15K +$13.9K +200 New
BC
346
Bartlett & Co
Ohio
$14K – – –
ST
347
SpiderRock Trading
Illinois
$14K – – –
PCM
348
Prelude Capital Management
New York
$13K +$11.9K +170 New
TIM
349
Tortoise Investment Management
New York
$12K +$11.5K +165 New
FAM
350
Fred Alger Management
New York
$10K -$8.71K -125 -48%
12 13
14
15 16