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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
326
People's United Financial
Connecticut
$19K – – –
LIA
327
LS Investment Advisors
Michigan
$18K – – –
NFG
328
Next Financial Group
Texas
$18K – – –
IWMPD
329
Integrated Wealth Management (Palm Desert)
California
$13K – – –
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$11.3K -$183K -3,181 -94%
EFSCE
331
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
LWA
332
Lenox Wealth Advisors
New York
$11K – – –
MBT
333
Monroe Bank & Trust
Michigan
$11K – – –
QCG
334
Quadrant Capital Group
Ohio
$10K +$13.3K +231 New
EWM
335
Evercore Wealth Management
New York
$9K -$11.2K -195 -56%
FWM
336
Focused Wealth Management
New York
$8K – – –
WC
337
Whitnell & Co
Illinois
$7K – – –
PCP
338
Proficio Capital Partners
Massachusetts
$7K +$7.13K +124 New
BC
339
Bartlett & Co
Ohio
$6K -$5K -87 -47%
CB
340
Community Bank
New York
$6K – – –
JIC
341
Joel Isaacson & Co
New York
$6K – – –
AssetMark Inc
342
AssetMark Inc
California
$6K +$6.5K +113 New
Group One Trading
343
Group One Trading
Illinois
$6K +$6.56K +114 New
DBT
344
Dubuque Bank & Trust
Iowa
$5K – – –
JFA
345
JNBA Financial Advisors
Minnesota
$5K +$4.66K +81 New
FMII
346
Farmers & Merchants Investments Inc
Nebraska
$5K +$5.58K +97 New
First Manhattan
347
First Manhattan
New York
$4K – – –
VFA
348
Virtus Fund Advisers
Connecticut
$4K – – –
VCM
349
Versant Capital Management
Arizona
$4K +$4.49K +78 New
FFC
350
First Financial Corp
Indiana
$3K – – –