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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
326
Cowen Prime Advisors
New York
$53K
VanEck Associates
327
VanEck Associates
New York
$48K -$289K -4,037 -86%
MCM
328
Manchester Capital Management
Vermont
$38K
TCM
329
Tradewinds Capital Management
Washington
$38K
KPCM
330
Kings Point Capital Management
New York
$37K
Envestnet Asset Management
331
Envestnet Asset Management
Illinois
$35K -$18.8K -263 -35%
SF
332
Synovus Financial
Georgia
$35K -$14.3K -200 -29%
CFG
333
CKW Financial Group
Hawaii
$31K +$31.6K +442 New
DIA
334
Davidson Investment Advisors
Montana
$30K -$30.5K -426 -50%
FNBT
335
FineMark National Bank & Trust
Florida
$30K
GT
336
Glenmede Trust
Pennsylvania
$28K -$82.3K -1,150 -74%
HRC
337
Hoertkorn Richard Charles
$28K
QAM
338
QCI Asset Management
New York
$25K
CLOS
339
Compagnie Lombard Odier SCmA
Switzerland
$24K -$708K -9,886 -97%
EWM
340
Evercore Wealth Management
New York
$24K
PSUF
341
People's United Financial
Connecticut
$23K
DVM
342
Dreman Value Management
Florida
$21K -$4.51K -63 -18%
WC
343
Whitnell & Co
Illinois
$21K
RFA
344
Reilly Financial Advisors
California
$21K +$7.16K +100 +50%
ZTNA
345
Zions Trust National Association
Utah
$21K +$20.8K +290 New
FBT
346
Founders Bank & Trust
Michigan
$18K
WEC
347
Winslow Evans & Crocker
Massachusetts
$17.5K
EFSCE
348
Enterprise Financial Services Corp (EFSC)
Missouri
$17K
BC
349
Bartlett & Co
Ohio
$13K
MBT
350
Monroe Bank & Trust
Michigan
$12K +$12.5K +175 New