We are live on ! Find out more
BMO icon

Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
DBFM
276
Dickmeyer Boyce Financial Management
Indiana
$1.17M -$32.2K -205 -3%
VIP
277
Viewpoint Investment Partners
Alberta, Canada
$1.15M
SFA
278
Sequoia Financial Advisors
Ohio
$1.14M +$8.17K +52 +0.8%
SPIA
279
Steward Partners Investment Advisory
New York
$1.11M +$183K +1,167 +23%
CG
280
Caprock Group
Idaho
$1.08M -$9.59K -61 -1%
CAPTRUST Financial Advisors
281
CAPTRUST Financial Advisors
North Carolina
$1.05M -$254K -1,613 -21%
DWT
282
Dorsey & Whitney Trust
South Dakota
$1.04M -$69.9K -445 -7%
HTIM
283
Harbour Trust & Investment Management
Indiana
$1.03M -$12.6K -80 -1%
MCM
284
MAI Capital Management
Ohio
$1.01M +$182K +1,155 +25%
FFA
285
Farther Finance Advisors
California
$1.01M +$110K +701 +14%
TCIIS
286
TIAA-CREF Individual & Institutional Services
New York
$1M -$24.5K -156 -3%
BB
287
Busey Bank
Illinois
$990K -$39.1K -249 -4%
GVAG
288
Great Valley Advisor Group
Delaware
$966K -$18.1K -115 -2%
SHGA
289
Sand Hill Global Advisors
California
$956K
NB
290
Nicolet Bankshares
Wisconsin
$945K -$5.5K -35 -0.6%
BHCM
291
Brevan Howard Capital Management
Jersey
$930K +$828K +5,265 New
QP
292
Quilter Plc
United Kingdom
$930K
HSBC Holdings
293
HSBC Holdings
United Kingdom
$915K +$21.5K +137 +3%
FA
294
Fountainhead AM
New Jersey
$912K -$311K -1,979 -28%
QI
295
Qtron Investments
Massachusetts
$894K +$111K +708 +16%
TWM
296
Tradition Wealth Management
Minnesota
$889K -$71.5K -455 -8%
VCS
297
Vaughan & Co Securities
New Jersey
$882K -$40.6K -258 -5%
WHG
298
Westwood Holdings Group
Texas
$881K +$417K +2,651 +113%
BFS
299
Baskin Financial Services
Ontario, Canada
$877K
LWAM
300
Legacy Wealth Asset Management
Minnesota
$876K -$6.92K -44 -0.9%