We are live on ! Find out more
BMO icon

Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
GI
351
Gradient Investments
Minnesota
$4K – – –
LIA
352
LS Investment Advisors
Michigan
$4K – – –
BL
353
Balentine LLC
Georgia
$4K +$3.11K +61 +359%
ED
354
Exane Derivatives
France
$3.43K -$122K -2,400 -97%
FHA
355
Flagship Harbor Advisors
Massachusetts
$3K – – –
IFAM
356
Institutional & Family Asset Management
Colorado
$3K – – –
FHA
357
First Horizon Advisors
Tennessee
$3K +$1.58K +31 +100%
THWM
358
Taylor Hoffman Wealth Management
Virginia
$3K +$2.55K +50 New
FP
359
Financial Perspectives
Minnesota
$2.23K – – –
BAM
360
Bellevue Asset Management
Washington
$2K – – –
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
HIA
362
Harbor Investment Advisory
Maryland
$2K – – –
LWA
363
Lenox Wealth Advisors
New York
$2K – – –
M
364
MOTCO
Texas
$2K – – –
SWM
365
Sugarloaf Wealth Management
Georgia
$2K – – –
WLPWM
366
Walled Lake Planning & Wealth Management
Illinois
$1K -$6.02K -118 -83%
LWM
367
Lenox Wealth Management
Ohio
$1K -$1.99K -39 -52%
EW
368
Evoke Wealth
California
$1K -$1.33K -26 -58%
BWM
369
Baystate Wealth Management
Massachusetts
$1K -$51 -1 -9%
AWM
370
Avior Wealth Management
Nebraska
$1K – – –
CFB
371
Cullen/Frost Bankers
Texas
$1K – – –
TFGT
372
TS Financial Group (TSFG)
Illinois
$1K – – –
Bank of Nova Scotia
373
Bank of Nova Scotia
Ontario, Canada
– -$695M -13,822,859 Closed
SC
374
Scotia Capital
Ontario, Canada
– -$120M -2,389,381 Closed
National Pension Service
375
National Pension Service
South Korea
– -$59.8M -842,028 Closed