We are live on ! Find out more
BMO icon

Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
401
Capital Investment Advisory Services
North Carolina
$10K +$11.1K +150 New
LFA
402
Legacy Financial Advisors
Kentucky
$9K -$23.1K -311 -69%
BCA
403
Berman Capital Advisors
Georgia
$9K +$11.4K +154 New
TCM
404
Tradewinds Capital Management
Washington
$8K – – –
AAP
405
Arax Advisory Partners
Colorado
$8K +$8.82K +119 New
FHA
406
Flagship Harbor Advisors
Massachusetts
$7K -$5.93K -80 -40%
EARNEST Partners
407
EARNEST Partners
Georgia
$7K – – –
FMII
408
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
FCA
409
FinTrust Capital Advisors
South Carolina
$7K +$7.41K +100 New
MWC
410
MBM Wealth Consultants
Missouri
$6K +$6.45K +87 New
LIA
411
LS Investment Advisors
Michigan
$5K -$23K -310 -81%
SSB
412
Sandy Spring Bank
Maryland
$5K -$7.41K -100 -58%
Bessemer Group
413
Bessemer Group
New Jersey
$5K – – –
DAM
414
Delta Asset Management
Tennessee
$5K – – –
AF
415
Arrow Financial
New York
$5K +$5.56K +75 New
PWMG
416
Prestige Wealth Management Group
New Jersey
$5K +$6.08K +82 New
OFW
417
Omnia Family Wealth
Florida
$4K – – –
SFG
418
SevenBridge Financial Group
Pennsylvania
$4K – – –
TFO
419
Tarbox Family Office
California
$4K – – –
VCM
420
Versant Capital Management
Arizona
$4K – – –
MOS
421
MGO One Seven
Ohio
$4K +$5.49K +74 New
DBT
422
Dubuque Bank & Trust
Iowa
$3K – – –
M
423
MOTCO
Texas
$3K – – –
WTC
424
WhitTier Trust Company
Nevada
$3K – – –
C
425
Cerebellum
California
$3K +$445 +6 +14%