We are live on ! Find out more
BMO icon

Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
326
Petrus Trust Company
Texas
$310K +$35.3K +328 +13%
DA
327
Doliver Advisors
Texas
$308K -$54.6K -507 -16%
YIH
328
Y-Intercept (HK)
Hong Kong
$306K -$114K -1,058 -27%
Susquehanna International Group
329
Susquehanna International Group
Pennsylvania
$301K +$301K +2,796 New
PP
330
Patten & Patten
Tennessee
$300K – – –
BAM
331
Belpointe Asset Management
Nevada
$293K +$72K +668 +32%
AGA
332
Arkos Global Advisors
Texas
$286K – – –
CCA
333
Checchi Capital Advisers
California
$283K -$8.84K -82 -3%
PA
334
Parallel Advisors
California
$283K +$28.3K +263 +11%
NSIM
335
North Star Investment Management
Illinois
$280K -$216 -2 -0.1%
PNC
336
Park National Corp
Ohio
$278K – – –
AF
337
Advisornet Financial
Minnesota
$271K – – –
IG
338
ING Group
Netherlands
$270K +$52.6K +488 +24%
CAPTRUST Financial Advisors
339
CAPTRUST Financial Advisors
North Carolina
$270K +$61.1K +567 +29%
RHBC
340
R.H. Bluestein & Co
Michigan
$269K -$53.9K -500 -17%
IWC
341
Integrated Wealth Concepts
Massachusetts
$269K -$10.1K -94 -4%
CFN
342
Cordasco Financial Network
Florida
$264K -$27.7K -257 -9%
BCM
343
Bayesian Capital Management
New York
$261K -$185K -1,717 -41%
WDA
344
Wendell David Associates
New Hampshire
$259K -$173K -1,609 -40%
WCA
345
Westover Capital Advisors
Delaware
$259K – – –
BWL
346
Bogart Wealth LLC
Virginia
$258K – – –
AAS
347
Ameritas Advisory Services
Nebraska
$257K +$257K +2,386 New
FFN
348
Focus Financial Network
Minnesota
$254K -$479K -4,444 -65%
Credit Agricole
349
Credit Agricole
France
$254K – – –
PJSIMP
350
P.J. Schmidt Investment Management (PJS)
Wisconsin
$254K – – –