We are live on ! Find out more
BMO icon

Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
PMSA
376
Patrick M. Sweeney & Associates
Illinois
$208K +$175K +2,100 New
CRC
377
Curi RMB Capital
Illinois
$206K +$174K +2,079 New
GT
378
Glenmede Trust
Pennsylvania
$205K -$348K -4,167 -67%
RWMH
379
Riverpoint Wealth Management Holdings
Illinois
$205K +$173K +2,075 New
WI
380
WrapManager Inc
California
$204K -$41.2K -493 -19%
SFG
381
SNS Financial Group
Minnesota
$204K +$172K +2,057 New
TC
382
Tacita Capital
Ontario, Canada
$202K +$3K +36 +2%
DGAM
383
Desjardins Global Asset Management
Quebec, Canada
$174K -$233K -2,786 -61%
QCG
384
Quadrant Capital Group
Ohio
$167K +$20.5K +246 +17%
AWM
385
Avior Wealth Management
Nebraska
$166K
GI
386
GAMMA Investing
California
$164K +$145K +1,740 New
CT
387
Caldwell Trust
Florida
$148K
WB
388
Webster Bank
Connecticut
$139K
T
389
TOBAM
France
$135K
Acadian Asset Management
390
Acadian Asset Management
Massachusetts
$133K -$1.18M -14,100 -91%
BCWM
391
Bartlett & Co Wealth Management
Ohio
$131K
BC
392
Bartlett & Co
Ohio
$131K
AF
393
Allworth Financial
California
$131K +$918 +11 +0.8%
CSC
394
Caldwell Sutter Capital
California
$114K +$918 +11 +1%
SOW
395
State of Wyoming
Wyoming
$108K +$90.8K +1,088 New
CTC
396
Central Trust Company
Missouri
$102K
IWA
397
Icon Wealth Advisors
Texas
$100K +$84.6K +1,013 New
AF
398
Advisornet Financial
Minnesota
$98.9K
JFA
399
JNBA Financial Advisors
Minnesota
$98.9K
TF
400
Tompkins Financial
New York
$98.9K