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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
401
Spectrum Financial Alliance
Kentucky
$28K – – –
MSA
402
Marino Stram & Associates
Massachusetts
$28K +$161 +2 +0.6%
CCM
403
Covington Capital Management
California
$26K – – –
EA
404
Elm Advisors
California
$25K +$24.1K +300 New
SCM
405
Southport Capital Management
Tennessee
$25K +$24.1K +300 New
RFC
406
Regions Financial Corp
Alabama
$24K -$13.6K -169 -37%
SIM
407
Sonora Investment Management
Arizona
$24K -$7.88K -98 -25%
CBT
408
Capital Bank & Trust
California
$24K – – –
MIP
409
Mondrian Investment Partners
United Kingdom
$22K -$2.33K -29 -12%
SMFS
410
Squar Milner Financial Services
California
$21K – – –
CAPTRUST Financial Advisors
411
CAPTRUST Financial Advisors
North Carolina
$20K – – –
FAM
412
Fred Alger Management
New York
$20K +$19.5K +242 New
TNBTD
413
Trustmark National Bank Trust Department
Mississippi
$19K +$18.2K +226 New
LF
414
Lee Financial
Texas
$17K -$169K -2,100 -91%
SBL
415
Sargent Bickham Lagudis
Colorado
$17K – – –
FHA
416
Flagship Harbor Advisors
Massachusetts
$17K +$80 +1 +0.5%
RCAG
417
Rehmann Capital Advisory Group
Michigan
$14.9K – – –
SSB
418
Sandy Spring Bank
Maryland
$14K – – –
PW
419
Price Wealth
Texas
$13K – – –
FHB
420
First Hawaiian Bank
Hawaii
$13K +$12.8K +159 New
ICM
421
IMS Capital Management
Oregon
$13K +$12.9K +160 New
EDRH
422
Edmond de Rothschild Holding
Switzerland
$11K +$11K +137 New
Carson Wealth (CWM LLC)
423
Carson Wealth (CWM LLC)
Nebraska
$10K -$2.01K -25 -17%
TCM
424
Tradewinds Capital Management
Washington
$10K – – –
LA
425
Legacy Advisors
Pennsylvania
$10K +$10.1K +125 New