We are live on ! Find out more
BMO icon

Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
NL
276
NWAM LLC
Washington
$402K +$380K +4,453 New
SWM
277
Silverlake Wealth Management
Vermont
$400K +$512 +6 +0.1%
BFO
278
Biltmore Family Office
North Carolina
$393K +$1.11K +13 +0.3%
ACM
279
Avalon Capital Management
California
$392K
Jones Financial Companies
280
Jones Financial Companies
Missouri
$392K +$300K +3,518 +433%
SW
281
SlateStone Wealth
Florida
$386K
KA
282
KLCM Advisors
Wisconsin
$374K +$17.7K +208 +5%
BCM
283
Boltwood Capital Management
California
$372K +$10.7K +125 +3%
BNP Paribas Financial Markets
284
BNP Paribas Financial Markets
France
$366K +$112K +1,314 +48%
WPW
285
Watershed Private Wealth
Illinois
$361K
CB
286
Commerce Bank
Missouri
$360K +$85 +1 +0%
BEI
287
Benjamin Edwards Inc
Missouri
$357K +$338K +3,961 New
AIM
288
Aigen Investment Management
New York
$355K +$336K +3,933 New
C
289
Certuity
Florida
$354K
AFG
290
Atomi Financial Group
New York
$353K +$63.1K +740 +23%
CSPIA
291
Cary Street Partners Investment Advisory
Virginia
$344K +$7.34K +86 +2%
QP
292
Quilter Plc
United Kingdom
$340K
WIA
293
World Investment Advisors
California
$339K -$36.9K -432 -10%
Thrivent Financial for Lutherans
294
Thrivent Financial for Lutherans
Minnesota
$331K +$17.8K +209 +6%
Group One Trading
295
Group One Trading
Illinois
$328K +$310K +3,632 New
TCOV
296
Trust Company of Vermont
Vermont
$326K
IWC
297
Integrated Wealth Concepts
Massachusetts
$323K -$54.9K -643 -15%
Squarepoint
298
Squarepoint
New York
$321K -$2.13M -25,005 -88%
JPWM
299
Jamison Private Wealth Management
Georgia
$321K
MJP
300
Michael J. Puzo
$316K