We are live on ! Find out more
BMO icon

Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
SMC
326
Smith, Moore & Co
Missouri
$265K +$92.2K +868 +46%
PA
327
Parallel Advisors
California
$264K +$13.3K +125 +5%
MA
328
Mutual Advisors
Nebraska
$263K +$55.6K +523 +24%
FOA
329
Five Oceans Advisors
California
$261K +$34.7K +327 +14%
AIM
330
Aigen Investment Management
New York
$259K -$1.25M -11,728 -81%
AGA
331
Arkos Global Advisors
Texas
$257K +$1.59K +15 +0.6%
AAS
332
Ameritas Advisory Services
Nebraska
$254K +$3.83K +36 +1%
BP
333
Ballentine Partners
Massachusetts
$250K -$143K -1,344 -34%
BWL
334
Bogart Wealth LLC
Virginia
$250K – – –
NSIM
335
North Star Investment Management
Illinois
$250K +$213 +2 +0.1%
EIG
336
Ellenbecker Investment Group
Wisconsin
$250K +$73.4K +691 +36%
PNC
337
Park National Corp
Ohio
$249K – – –
BOH
338
Bank of Hawaii
Hawaii
$247K -$62.1K -584 -19%
W
339
Wealthsimple
Ontario, Canada
$243K -$12.2K -115 -6%
IWC
340
Integrated Wealth Concepts
Massachusetts
$243K +$5.74K +54 +2%
OC
341
Oarsman Capital
Wisconsin
$242K +$10.6K +100 +4%
FA
342
FDx Advisors
Illinois
$242K +$267K +2,515 New
RHBC
343
R.H. Bluestein & Co
Michigan
$240K – – –
WDA
344
Wendell David Associates
New Hampshire
$240K – – –
OWP
345
Obermeyer Wealth Partners
Colorado
$238K +$26.6K +250 +11%
CFN
346
Cordasco Financial Network
Florida
$237K +$319 +3 +0.1%
Cerity Partners
347
Cerity Partners
New York
$237K +$261K +2,459 New
KOCAA
348
Knights of Columbus Asset Advisors
Connecticut
$235K – – –
WCA
349
Westover Capital Advisors
Delaware
$231K – – –
Credit Agricole
350
Credit Agricole
France
$227K – – –