We are live on ! Find out more
BMO icon

Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
326
Smith, Moore & Co
Missouri
$249K – – –
VFA
327
Valeo Financial Advisors
Indiana
$247K +$5.03K +59 +2%
UCFA
328
United Capital Financial Advisors
Texas
$247K -$6.83K -80 -3%
WF
329
WoodTrust Financial
Wisconsin
$245K -$2.13M -24,999 -90%
M
330
Murchinson
Ontario, Canada
$244K +$231K +2,706 New
TCA
331
Trifecta Capital Advisors
Illinois
$241K -$90.7K -1,063 -28%
AGA
332
Arkos Global Advisors
Texas
$241K – – –
FCG
333
Fielder Capital Group
Tennessee
$238K – – –
DA
334
Doliver Advisors
Texas
$238K -$12.5K -147 -5%
AAS
335
Ameritas Advisory Services
Nebraska
$236K +$256 +3 +0.1%
PA
336
Parallel Advisors
California
$234K +$35.7K +419 +19%
LC
337
Lindbrook Capital
California
$234K +$5.2K +61 +2%
ONB
338
Old National Bancorp
Indiana
$231K – – –
AA
339
Alta Advisers
United Kingdom
$230K +$217K +2,542 New
CFO
340
CVA Family Office
Colorado
$228K +$1.02K +12 +0.5%
PWP
341
Perfromance Wealth Partners
Illinois
$226K +$213K +2,500 New
FAFN
342
First Affirmative Financial Network
Colorado
$224K -$77K -903 -27%
1WA
343
180 Wealth Advisors
Washington
$220K -$7.59K -89 -4%
BG
344
Bahl & Gaynor
Ohio
$220K – – –
DMIC
345
Dixon Mitchell Investment Counsel
British Columbia, Canada
$218K -$144K -1,683 -41%
NSIM
346
North Star Investment Management
Illinois
$216K -$10.7K -126 -5%
PNC
347
Park National Corp
Ohio
$215K -$27.7K -325 -12%
WFI
348
West Family Investments
California
$214K +$203K +2,374 New
WHG
349
Westwood Holdings Group
Texas
$211K +$199K +2,336 New
PP
350
Patten & Patten
Tennessee
$210K +$199K +2,328 New
12 13
14
15 16