We are live on ! Find out more
BMO icon

Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
301
Carret Asset Management
New York
$349K -$47.8K -450 -11%
SWM
302
Silverlake Wealth Management
Vermont
$341K +$213 +2 +0.1%
MJP
303
Michael J. Puzo
$337K – – –
BCA
304
Bay Colony Advisors
Massachusetts
$335K -$25.4K -239 -7%
PFO
305
Pathstone Family Office
New Jersey
$332K +$132K +1,240 +56%
CCA
306
Checchi Capital Advisers
California
$328K +$37.1K +349 +12%
BJL
307
Brighton Jones LLC
Washington
$324K -$20.7K -195 -5%
CAM
308
Cozad Asset Management
Illinois
$324K – – –
HC
309
Henshaw Capital
Massachusetts
$311K – – –
TIM
310
Thompson Investment Management
Wisconsin
$310K -$4.46K -42 -1%
IWA
311
IBEX Wealth Advisors
New Jersey
$305K +$337K +3,172 New
KA
312
KLCM Advisors
Wisconsin
$302K -$13.3K -125 -4%
AP
313
Americana Partners
Texas
$298K – – –
BBHC
314
Brown Brothers Harriman & Co
New York
$296K – – –
Cetera Investment Advisers
315
Cetera Investment Advisers
Illinois
$294K -$32.1K -302 -9%
ECM
316
Evergreen Capital Management
Washington
$294K -$31.2K -294 -9%
BFEC
317
Benjamin F. Edwards & Company
Missouri
$290K +$67.7K +637 +27%
FFN
318
Focus Financial Network
Minnesota
$289K +$46.6K +439 +17%
AG
319
Algert Global
California
$288K – – –
JMPWA
320
JP Morgan Private Wealth Advisors
California
$285K -$6.59K -62 -2%
AFC
321
AFT Forsyth & Company
Florida
$282K – – –
EBT
322
Enterprise Bank & Trust
Massachusetts
$281K – – –
PAM
323
Premier Asset Management
Illinois
$273K -$179K -1,683 -38%
CAPTRUST Financial Advisors
324
CAPTRUST Financial Advisors
North Carolina
$271K +$120K +1,130 +67%
PP
325
Patten & Patten
Tennessee
$268K – – –