We are live on ! Find out more
BMO icon

Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
301
Cary Street Partners Investment Advisory
Virginia
$335K -$17.6K -190 -5%
LOAMU
302
Lombard Odier Asset Management (USA)
New York
$334K -$163K -1,758 -32%
DA
303
Doliver Advisors
Texas
$331K +$338K +3,654 New
BJL
304
Brighton Jones LLC
Washington
$327K +$22.5K +243 +7%
BPWM
305
Badgley Phelps Wealth Managers
Washington
$324K +$331K +3,576 New
ECM
306
Evergreen Capital Management
Washington
$324K +$37.6K +406 +13%
IF
307
Intrua Financial
Texas
$320K +$69.5K +751 +30%
MJP
308
Michael J. Puzo
$317K – – –
CG
309
Cutler Group
California
$317K +$119K +1,287 +58%
PFO
310
Pathstone Family Office
New Jersey
$312K +$183K +1,974 +57%
Cetera Investment Advisers
311
Cetera Investment Advisers
Illinois
$304K -$11K -119 -3%
BCA
312
Bay Colony Advisors
Massachusetts
$301K +$185 +2 +0.1%
CAM
313
Cozad Asset Management
Illinois
$301K -$2.59K -28 -0.8%
AAS
314
Ameritas Advisory Services
Nebraska
$300K +$58.8K +635 +24%
SWP
315
Stratos Wealth Partners
Ohio
$298K -$1.01M -10,876 -77%
SIA
316
Schechter Investment Advisors
Michigan
$296K +$29.6K +320 +11%
KA
317
KLCM Advisors
Wisconsin
$293K – – –
BFEC
318
Benjamin F. Edwards & Company
Missouri
$293K +$19.3K +209 +7%
SFA
319
Sequoia Financial Advisors
Ohio
$289K +$295K +3,188 New
OC
320
Oarsman Capital
Wisconsin
$288K +$61.6K +666 +27%
Tudor Investment Corp
321
Tudor Investment Corp
Connecticut
$284K +$290K +3,130 New
CSS
322
Cubist Systematic Strategies
Connecticut
$281K -$712K -7,697 -71%
AAS
323
Annex Advisory Services
Wisconsin
$281K -$66.6K -720 -19%
AP
324
Americana Partners
Texas
$281K – – –
TIM
325
Thompson Investment Management
Wisconsin
$279K -$13.4K -145 -4%