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Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
351
Kistler-Tiffany Companies
Pennsylvania
$39K -$81K -1,215 -69%
TCM
352
Tradewinds Capital Management
Washington
$39K – – –
QCG
353
Quadrant Capital Group
Ohio
$34K +$2.47K +37 +7%
FAM
354
Fred Alger Management
New York
$33K -$13.3K -199 -31%
EFSCE
355
Enterprise Financial Services Corp (EFSC)
Missouri
$31K – – –
NFG
356
Next Financial Group
Texas
$31K – – –
AIM
357
Advantage Investment Management
Iowa
$30K -$6.67K -100 -19%
DIA
358
Davidson Investment Advisors
Montana
$30K – – –
HRC
359
Hoertkorn Richard Charles
$28K – – –
LIA
360
LS Investment Advisors
Michigan
$27K – – –
SF
361
Synovus Financial
Georgia
$27K – – –
WOC
362
West Oak Capital
California
$25.2K +$13.3K +200 +133%
WTB
363
Washington Trust Bank
Washington
$25K -$53.4K -800 -70%
PSUF
364
People's United Financial
Connecticut
$24K – – –
SFG
365
SevenBridge Financial Group
Pennsylvania
$21K – – –
PCP
366
Proficio Capital Partners
Massachusetts
$20K – – –
IWC
367
Integrated Wealth Counsel
California
$17K – – –
EWM
368
Evercore Wealth Management
New York
$17K +$13.4K +201 +515%
FCB
369
First Command Bank
Texas
$16K +$15.3K +229 New
FCFS
370
First Command Financial Services
Texas
$16K +$15.3K +229 New
FMII
371
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
LWA
372
Lenox Wealth Advisors
New York
$14K – – –
WC
373
Whitnell & Co
Illinois
$14K – – –
FFW
374
Fusion Family Wealth
New York
$14K +$12.1K +182 New
LF
375
Lee Financial
Texas
$14K +$13.3K +200 New
13 14
15
16 17