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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
LF
376
Lee Financial
Texas
$15K – – –
WA
377
Winfield Associates
Ohio
$14K – – –
DBT
378
Dubuque Bank & Trust
Iowa
$13K +$3.65K +49 +38%
FMII
379
Farmers & Merchants Investments Inc
Nebraska
$11K -$11.2K -150 -50%
FWM
380
Focused Wealth Management
New York
$11K – – –
FAM
381
Fred Alger Management
New York
$6K -$4.47K -60 -43%
EWM
382
Evercore Wealth Management
New York
$6K -$2.91K -39 -32%
Bessemer Group
383
Bessemer Group
New Jersey
$6K – – –
DAM
384
Delta Asset Management
Tennessee
$6K – – –
OFW
385
Omnia Family Wealth
Florida
$5K – – –
TFO
386
Tarbox Family Office
California
$5K – – –
VCM
387
Versant Capital Management
Arizona
$5K – – –
WEC
388
Winslow Evans & Crocker
Massachusetts
$3.03K – – –
CFD
389
Creative Financial Designs
Indiana
$3K – – –
TSW
390
Thompson Siegel & Walmsley
Virginia
$3K – – –
WTC
391
WhitTier Trust Company
Nevada
$3K +$2.91K +39 New
BWM
392
Baystate Wealth Management
Massachusetts
$1K – – –
CFG
393
Citizens Financial Group
Rhode Island
$1K – – –
KF
394
Krilogy Financial
Missouri
$1K – – –
CA
395
Cortland Advisers
Delaware
– -$51.6M -702,660 Closed
QC
396
Quadrature Capital
United Kingdom
– -$24.4M -332,358 Closed
SI
397
Sentry Investments
Ontario, Canada
– -$23.4M -245,600 Closed
FAF
398
Första AP-fonden
Sweden
– -$13.5M -184,571 Closed
SO
399
STRS Ohio
Ohio
– -$4.71M -64,250 Closed
WBC
400
Westpac Banking Corp
Australia
– -$4.35M -45,715 Closed