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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
DSI
401
Daiwa SB Investments
Japan
$28K -$1.61K -20 -6%
SFA
402
Spectrum Financial Alliance
Kentucky
$28K
MSA
403
Marino Stram & Associates
Massachusetts
$28K +$161 +2 +0.6%
CCM
404
Covington Capital Management
California
$26K
EA
405
Elm Advisors
California
$25K +$24.1K +300 New
SCM
406
Southport Capital Management
Tennessee
$25K +$24.1K +300 New
RFC
407
Regions Financial Corp
Alabama
$24K -$13.6K -169 -37%
SIM
408
Sonora Investment Management
Arizona
$24K -$7.88K -98 -25%
CBT
409
Capital Bank & Trust
California
$24K
MIP
410
Mondrian Investment Partners
United Kingdom
$22K -$2.33K -29 -12%
SMFS
411
Squar Milner Financial Services
California
$21K
CAPTRUST Financial Advisors
412
CAPTRUST Financial Advisors
North Carolina
$20K
FAM
413
Fred Alger Management
New York
$20K +$19.5K +242 New
TNBTD
414
Trustmark National Bank Trust Department
Mississippi
$19K +$18.2K +226 New
LF
415
Lee Financial
Texas
$17K -$169K -2,100 -91%
SBL
416
Sargent Bickham Lagudis
Colorado
$17K
FHA
417
Flagship Harbor Advisors
Massachusetts
$17K +$80 +1 +0.5%
RCAG
418
Rehmann Capital Advisory Group
Michigan
$14.9K
SSB
419
Sandy Spring Bank
Maryland
$14K
PW
420
Price Wealth
Texas
$13K
FHB
421
First Hawaiian Bank
Hawaii
$13K +$12.8K +159 New
ICM
422
IMS Capital Management
Oregon
$13K +$12.9K +160 New
EDRH
423
Edmond de Rothschild Holding
Switzerland
$11K +$11K +137 New
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$10K -$2.01K -25 -17%
TCM
425
Tradewinds Capital Management
Washington
$10K