We are live on ! Find out more
BMO icon

Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
DA
326
Doliver Advisors
Texas
$294K -$30.5K -323 -10%
CCA
327
Cobblestone Capital Advisors
New York
$293K – – –
TIM
328
Thompson Investment Management
Wisconsin
$290K -$1.04K -11 -0.4%
TWM
329
Tradition Wealth Management
Minnesota
$290K +$1.04K +11 +0.4%
DT
330
Diversified Trust
Tennessee
$289K – – –
GT
331
Glenmede Trust
Pennsylvania
$288K +$82K +869 +42%
PNC
332
Park National Corp
Ohio
$287K – – –
EBT
333
Enterprise Bank & Trust
Massachusetts
$285K – – –
BHPW
334
Beverly Hills Private Wealth
California
$282K +$41.3K +437 +18%
AFG
335
Atomi Financial Group
New York
$282K +$272K +2,885 New
SSA
336
Sierra Summit Advisors
Nevada
$282K +$11.9K +126 +5%
SEP
337
Southland Equity Partners
Missouri
$280K +$8.78K +93 +3%
UCFA
338
United Capital Financial Advisors
Texas
$280K -$22.9K -243 -8%
MFG
339
Magnus Financial Group
New York
$279K – – –
1WA
340
180 Wealth Advisors
Washington
$274K -$31.1K -329 -10%
FOA
341
Five Oceans Advisors
California
$271K +$283 +3 +0.1%
GC
342
Guggenheim Capital
Illinois
$271K +$262K +2,773 New
PA
343
Parallel Advisors
California
$271K +$40.4K +428 +18%
SMC
344
Smith, Moore & Co
Missouri
$269K – – –
Mitsubishi UFJ Trust & Banking
345
Mitsubishi UFJ Trust & Banking
Japan
$264K -$2.37M -25,084 -90%
EGM
346
Engineers Gate Manager
New York
$264K -$327K -3,463 -56%
CC
347
Cipher Capital
New York
$262K +$253K +2,682 New
AGA
348
Arkos Global Advisors
Texas
$261K – – –
BG
349
Bahl & Gaynor
Ohio
$261K +$252K +2,667 New
HC
350
Henshaw Capital
Massachusetts
$260K +$25.6K +271 +11%