We are live on ! Find out more
BMO icon

Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
YCM
226
Yousif Capital Management
Michigan
$1.18M
AP
227
Advisor Partners
California
$1.17M -$46.7K -403 -4%
JFGIW
228
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.16M +$61.1K +527 +6%
IGWM
229
ICA Group Wealth Management
Colorado
$1.13M +$1.2M +10,326 New
AWM
230
AE Wealth Management
Kansas
$1.1M -$8.58K -74 -0.8%
SP
231
Symmetry Partners
Connecticut
$1.09M
RWM
232
Ritholtz Wealth Management
New York
$1.08M +$626K +5,402 +144%
CAN
233
Cetera Advisor Networks
California
$1.05M +$229K +1,976 +28%
BFG
234
Berger Financial Group
Minnesota
$1.05M -$4.87K -42 -0.5%
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$1.04M -$7.54K -65 -0.7%
Prudential Financial
236
Prudential Financial
New Jersey
$1.03M -$329K -2,842 -25%
SBH
237
Segall Bryant & Hamill
Illinois
$1.02M +$47.9K +413 +5%
PA
238
Probity Advisors
Texas
$1.02M -$28.9K -249 -3%
PFS
239
Prospera Financial Services
Texas
$964K +$948K +8,175 New
IIM
240
Ipswich Investment Management
Massachusetts
$944K -$92.7K -800 -9%
BFS
241
Baskin Financial Services
Ontario, Canada
$930K
FTDI
242
First Trust Direct Indexing
Massachusetts
$888K +$52.6K +454 +6%
CWM
243
Cordatus Wealth Management
Pennsylvania
$887K +$872K +7,522 New
VIA
244
Vident Investment Advisory
Georgia
$877K +$14.1K +122 +2%
Cambridge Investment Research Advisors
245
Cambridge Investment Research Advisors
Iowa
$877K +$25.4K +219 +3%
William Blair & Company
246
William Blair & Company
Illinois
$871K -$5.91K -51 -0.7%
KAS
247
Kestra Advisory Services
Texas
$860K -$102K -883 -11%
SNT
248
SIG North Trading
Pennsylvania
$856K +$844K +7,277 New
ATPW
249
Ashton Thomas Private Wealth
Arizona
$821K +$807K +6,961 New
CW
250
Connectus Wealth
Ohio
$814K -$70.6K -609 -7%