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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
LNB
326
Ledyard National Bank
$57K – – –
CPA
327
Cowen Prime Advisors
New York
$53K – – –
VanEck Associates
328
VanEck Associates
New York
$48K -$289K -4,037 -86%
MCM
329
Manchester Capital Management
Vermont
$38K – – –
TCM
330
Tradewinds Capital Management
Washington
$38K – – –
KPCM
331
Kings Point Capital Management
New York
$37K – – –
Envestnet Asset Management
332
Envestnet Asset Management
Illinois
$35K -$18.8K -263 -35%
SF
333
Synovus Financial
Georgia
$35K -$14.3K -200 -29%
CFG
334
CKW Financial Group
Hawaii
$31K +$31.6K +442 New
DIA
335
Davidson Investment Advisors
Montana
$30K – – –
FNBT
336
FineMark National Bank & Trust
Florida
$30K – – –
GT
337
Glenmede Trust
Pennsylvania
$28K -$82.3K -1,150 -74%
HRC
338
Hoertkorn Richard Charles
$28K – – –
Manulife (Manufacturers Life Insurance)
339
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25K -$75.8M -1,058,518 -100%
QAM
340
QCI Asset Management
New York
$25K – – –
CLOS
341
Compagnie Lombard Odier SCmA
Switzerland
$24K -$708K -9,886 -97%
EWM
342
Evercore Wealth Management
New York
$24K – – –
PSUF
343
People's United Financial
Connecticut
$23K – – –
DVM
344
Dreman Value Management
Florida
$21K -$4.51K -63 -18%
WC
345
Whitnell & Co
Illinois
$21K – – –
RFA
346
Reilly Financial Advisors
California
$21K +$7.16K +100 +50%
ZTNA
347
Zions Trust National Association
Utah
$21K +$20.8K +290 New
FBT
348
Founders Bank & Trust
Michigan
$18K – – –
WEC
349
Winslow Evans & Crocker
Massachusetts
$17.5K – – –
EFSCE
350
Enterprise Financial Services Corp (EFSC)
Missouri
$17K – – –