We are live on ! Find out more
BMO icon

Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
351
Prospera Financial Services
Texas
$295K -$11.2K -118 -4%
DT
352
Diversified Trust
Tennessee
$294K +$567 +6 +0.2%
LF
353
Lantz Financial
Illinois
$293K +$285K +3,020 New
CI
354
Cherokee Insurance
Michigan
$292K +$284K +3,005 New
WS
355
Wedbush Securities
California
$290K -$8.98K -95 -3%
WF
356
WoodTrust Financial
Wisconsin
$290K +$25.9K +274 +10%
HWM
357
HB Wealth Management
Georgia
$285K +$278K +2,936 New
EBT
358
Enterprise Bank & Trust
Massachusetts
$283K – – –
DR
359
Davis Rea
Ontario, Canada
$283K – – –
VFA
360
Valeo Financial Advisors
Indiana
$278K +$11.8K +125 +5%
MFG
361
Magnus Financial Group
New York
$277K – – –
PPC
362
Park Place Capital
Alabama
$274K +$267K +2,824 New
PA
363
Parallel Advisors
California
$272K +$19.7K +208 +8%
CAM
364
Cozad Asset Management
Illinois
$271K -$10.1K -107 -4%
ATC
365
Argent Trust Co
Tennessee
$271K +$264K +2,792 New
TIM
366
Thompson Investment Management
Wisconsin
$268K -$21.7K -230 -8%
SMC
367
Smith, Moore & Co
Missouri
$268K – – –
LC
368
Lindbrook Capital
California
$266K +$14.7K +155 +6%
FMC
369
First Merchants Corp
Indiana
$264K +$257K +2,716 New
UCFA
370
United Capital Financial Advisors
Texas
$263K -$2.17K -23 -0.8%
EPIM
371
Evelyn Partners Investment Management
$262K +$255K +2,700 New
MWA
372
Medallion Wealth Advisors
Connecticut
$260K +$255K +2,701 New
AGA
373
Arkos Global Advisors
Texas
$259K – – –
AAS
374
Ameritas Advisory Services
Nebraska
$257K +$3.59K +38 +1%
FCG
375
Fielder Capital Group
Tennessee
$257K – – –
13 14
15
16 17