We are live on ! Find out more
BMO icon

Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$681K +$221K +2,244 +51%
NL
227
NWAM LLC
Washington
$657K
BC
228
Burney Company
Virginia
$655K +$45.5K +461 +8%
NAS
229
Nicolet Advisory Services
Wisconsin
$638K -$2.17K -22 -0.4%
BB
230
Busey Bank
Illinois
$638K
CAM
231
Cresset Asset Management
Illinois
$623K +$592 +6 +0.1%
PP
232
Paloma Partners
Connecticut
$615K +$119K +1,205 +25%
CAN
233
Cetera Advisor Networks
California
$607K +$584K +5,915 New
PG
234
Patten Group
Tennessee
$599K -$3.95K -40 -0.7%
PWM
235
PRW Wealth Management
Massachusetts
$599K +$577K +5,844 New
BC
236
Bridgefront Capital
Texas
$590K -$536K -5,431 -49%
QP
237
Quilter Plc
United Kingdom
$589K +$567K +5,746 New
DADC
238
D.A. Davidson & Co
Montana
$588K
Verition Fund Management
239
Verition Fund Management
Connecticut
$575K +$553K +5,606 New
ACA
240
Atlas Capital Advisors
Wyoming
$574K +$32.5K +329 +6%
DWT
241
Dorsey & Whitney Trust
South Dakota
$566K
GT
242
Glenmede Trust
Pennsylvania
$564K -$10.8K -109 -2%
DZ Bank
243
DZ Bank
Germany
$553K
LAM
244
Lingohr Asset Management
Germany
$553K
BCM
245
Brookstone Capital Management
Illinois
$545K -$10.7K -108 -2%
SGI
246
Summit Global Investments
Utah
$541K +$520K +5,271 New
VIA
247
Vident Investment Advisory
Georgia
$540K +$200K +2,030 +63%
Mercer Global Advisors
248
Mercer Global Advisors
Colorado
$531K +$72.2K +731 +16%
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$523K +$197 +2 +0%
Pacer Advisors
250
Pacer Advisors
Pennsylvania
$515K