We are live on ! Find out more
BMO icon

Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
376
Bogart Wealth LLC
Virginia
$215K – – –
IRC
377
Investors Research Corp
Georgia
$211K – – –
IFG
378
Independent Financial Group
California
$211K – – –
VF
379
Virtu Financial
New York
$210K -$298K -3,152 -59%
TA
380
Townsend & Associates
Colorado
$209K – – –
DC
381
Davenport & Co
Virginia
$206K -$13.6K -144 -6%
FCM
382
Firestone Capital Management
Florida
$205K – – –
RWMH
383
Riverpoint Wealth Management Holdings
Illinois
$203K – – –
SFG
384
SNS Financial Group
Minnesota
$202K +$661 +7 +0.3%
TSS
385
Two Sigma Securities
New York
$202K +$195K +2,063 New
WCA
386
Westover Capital Advisors
Delaware
$195K +$189K +2,000 New
AWM
387
Avior Wealth Management
Nebraska
$192K +$27.2K +288 +17%
GI
388
GAMMA Investing
California
$170K – – –
SIM
389
Studio Investment Management
Illinois
$163K -$1.45M -15,350 -90%
QCG
390
Quadrant Capital Group
Ohio
$163K -$2.27K -24 -1%
BSC
391
Brown Shipley & Co
United Kingdom
$160K +$155K +1,643 New
Macquarie Group
392
Macquarie Group
Australia
$159K +$153K +1,624 New
CT
393
Caldwell Trust
Florida
$147K – – –
BCWM
394
Bartlett & Co Wealth Management
Ohio
$140K +$9.44K +100 +8%
WB
395
Webster Bank
Connecticut
$137K – – –
CJL
396
Cyrus J. Lawrence
New York
$136K +$132K +1,400 New
T
397
TOBAM
France
$132K – – –
AF
398
Allworth Financial
California
$130K +$755 +8 +0.6%
CWM
399
Compass Wealth Management
Connecticut
$121K +$60.4K +640 +107%
TC
400
Tacita Capital
Ontario, Canada
$119K -$76.9K -815 -40%