We are live on ! Find out more
BMO icon

Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
351
United Capital Financial Advisors
Texas
$588K +$51.2K +326 +11%
AssetMark Inc
352
AssetMark Inc
California
$585K -$1.33M -8,459 -72%
RT
353
Rockland Trust
Massachusetts
$573K – – –
KCM
354
Kathmere Capital Management
Pennsylvania
$566K +$133K +847 +36%
AWM
355
Apollon Wealth Management
South Carolina
$560K +$148K +940 +42%
PFS
356
Prospera Financial Services
Texas
$560K -$42.4K -270 -8%
EWA
357
EverSource Wealth Advisors
Alabama
$556K -$179K -1,141 -27%
CCA
358
Checchi Capital Advisers
California
$547K -$6.92K -44 -1%
BCA
359
Bay Colony Advisors
Massachusetts
$543K – – –
CPIG
360
Chicago Partners Investment Group
Illinois
$537K +$478K +3,043 New
MFG
361
Magnus Financial Group
New York
$536K +$116K +740 +32%
WS
362
Wedbush Securities
California
$536K -$4.4K -28 -0.9%
SGI
363
Summit Global Investments
Utah
$536K +$477K +3,035 New
CW
364
Code Waechter
Florida
$535K -$87.6K -557 -16%
FPAS
365
Focus Partners Advisor Solutions
Missouri
$525K -$77.3K -492 -14%
DS
366
DRW Securities
Illinois
$522K – – –
FB
367
Fulton Bank
Pennsylvania
$522K -$683K -4,347 -60%
FOA
368
Five Oceans Advisors
California
$519K – – –
MWM
369
Modern Wealth Management
Kansas
$514K +$75.6K +481 +20%
AG
370
Ascent Group
Virginia
$511K +$18.4K +117 +4%
PFA
371
Pure Financial Advisors
California
$507K +$54.5K +347 +14%
AAS
372
Ameritas Advisory Services
Nebraska
$502K +$167K +1,063 +60%
EWS
373
Evergreen Wealth Solutions
Pennsylvania
$493K +$2.83K +18 +0.7%
FBFS
374
First Business Financial Services
Wisconsin
$492K – – –
DT
375
Diversified Trust
Tennessee
$492K -$59.3K -377 -12%