We are live on ! Find out more
BMO icon

Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
AFC
326
AFT Forsyth & Company
Florida
$257K – – –
EBT
327
Enterprise Bank & Trust
Massachusetts
$256K – – –
MFG
328
Magnus Financial Group
New York
$251K -$141K -1,460 -34%
PP
329
Patten & Patten
Tennessee
$244K – – –
SMC
330
Smith, Moore & Co
Missouri
$242K – – –
Balyasny Asset Management
331
Balyasny Asset Management
Illinois
$237K -$2.73M -28,253 -91%
AGA
332
Arkos Global Advisors
Texas
$234K – – –
AAS
333
Ameritas Advisory Services
Nebraska
$234K +$2.8K +29 +1%
EIG
334
Ellenbecker Investment Group
Wisconsin
$229K +$1.55K +16 +0.6%
BWL
335
Bogart Wealth LLC
Virginia
$228K – – –
NSIM
336
North Star Investment Management
Illinois
$228K +$97 +1 +0%
KOCAA
337
Knights of Columbus Asset Advisors
Connecticut
$228K +$15.7K +162 +7%
PNC
338
Park National Corp
Ohio
$227K – – –
AAS
339
Avantax Advisory Services
Texas
$227K +$50.1K +518 +25%
IA
340
IFG Advisory
Georgia
$226K +$249K +2,580 New
IF
341
Intrua Financial
Texas
$222K +$245K +2,533 New
OC
342
Oarsman Capital
Wisconsin
$220K – – –
CAM
343
Carret Asset Management
New York
$219K -$110K -1,140 -31%
RHBC
344
R.H. Bluestein & Co
Michigan
$219K – – –
FA
345
FDx Advisors
Illinois
$217K -$3.58K -37 -1%
UCFA
346
United Capital Financial Advisors
Texas
$214K +$236K +2,444 New
TA
347
Townsend & Associates
Colorado
$213K +$215K +2,225 New
QCG
348
Quadrant Capital Group
Ohio
$211K -$121K -1,253 -34%
WCA
349
Westover Capital Advisors
Delaware
$210K – – –
LC
350
Lindbrook Capital
California
$207K +$4.25K +44 +2%