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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
326
Tradewinds Capital Management
Washington
$40K
MCM
327
Manchester Capital Management
Vermont
$40K +$34.7K +461 +584%
KPCM
328
Kings Point Capital Management
New York
$38K
NSIM
329
North Star Investment Management
Illinois
$33K
FNBT
330
FineMark National Bank & Trust
Florida
$31K
HRC
331
Hoertkorn Richard Charles
$29K
DVM
332
Dreman Value Management
Florida
$26K -$34.2K -455 -56%
QAM
333
QCI Asset Management
New York
$26K
EWM
334
Evercore Wealth Management
New York
$25K +$7.22K +96 +40%
PSUF
335
People's United Financial
Connecticut
$24K
WC
336
Whitnell & Co
Illinois
$22K -$25.1K -334 -53%
PG
337
PEAK6 Group
Illinois
$21K -$45.1K -600 -68%
ARMC
338
American Research & Management Company
Massachusetts
$20K
PIM
339
Parasol Investment Management
Illinois
$20K
SCA
340
Strategic Capital Alternatives
United States
$20K +$20.5K +273 New
FBT
341
Founders Bank & Trust
Michigan
$19K
WEC
342
Winslow Evans & Crocker
Massachusetts
$18.2K +$75 +1 +0.4%
EFSCE
343
Enterprise Financial Services Corp (EFSC)
Missouri
$18K
RFA
344
Reilly Financial Advisors
California
$15K
ST
345
Stifel Trust
Missouri
$15K +$15K +200 New
Nomura Holdings
346
Nomura Holdings
Japan
$15K +$15.2K +202 New
BC
347
Bartlett & Co
Ohio
$14K
ECM
348
Exchange Capital Management
Michigan
$8K
CFA
349
Carroll Financial Associates
North Carolina
$7K -$25.2K -335 -77%
ACS
350
Archford Capital Strategies
Illinois
$7K