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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
376
Jacobi Capital Management
Pennsylvania
$11K +$10.6K +150 New
FAM
377
Fred Alger Management
New York
$10K -$8.35K -118 -46%
DBT
378
Dubuque Bank & Trust
Iowa
$10K +$3.19K +45 +53%
TRCT
379
Tower Research Capital (TRC)
New York
$9K -$163K -2,298 -96%
EWM
380
Evercore Wealth Management
New York
$9K -$8.42K -119 -50%
GRP
381
Global Retirement Partners
California
$6K +$5.66K +80 New
ZB
382
Zions Bancorporation
Utah
$5K -$11.7K -166 -73%
DAM
383
Delta Asset Management
Tennessee
$5K – – –
VCM
384
Versant Capital Management
Arizona
$5K – – –
Bessemer Group
385
Bessemer Group
New Jersey
$5K +$5.17K +73 New
OFW
386
Omnia Family Wealth
Florida
$4K – – –
TFO
387
Tarbox Family Office
California
$4K – – –
AAP
388
Arax Advisory Partners
Colorado
$4K +$1.49K +21 +72%
SIM
389
Sonora Investment Management
Arizona
$3.67K – – –
CFD
390
Creative Financial Designs
Indiana
$3K – – –
TSW
391
Thompson Siegel & Walmsley
Virginia
$3K – – –
LWCFA
392
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$2.48K +35 New
WEC
393
Winslow Evans & Crocker
Massachusetts
$2.94K – – –
SEI Investments
394
SEI Investments
Pennsylvania
$2K -$9.41K -133 -81%
BWM
395
Baystate Wealth Management
Massachusetts
$1K – – –
CFG
396
Citizens Financial Group
Rhode Island
$1K – – –
KF
397
Krilogy Financial
Missouri
$1K – – –
CCMG
398
Clark Capital Management Group
Pennsylvania
– -$25.5M -341,481 Closed
BCM
399
Barometer Capital Management
Ontario, Canada
– -$25.5M -340,803 Closed
MCM
400
McKinley Capital Management
Alaska
– -$28.9M -291,170 Closed