We are live on ! Find out more
BMO icon

Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
401
Mesirow Financial Investment Management
Illinois
$309K +$118 +1 +0%
WHG
402
Westwood Holdings Group
Texas
$304K
PP
403
Patten & Patten
Tennessee
$303K
PNC
404
Park National Corp
Ohio
$303K
AAS
405
Ameritas Advisory Services
Nebraska
$299K +$46.5K +393 +21%
Thrivent Financial for Lutherans
406
Thrivent Financial for Lutherans
Minnesota
$293K -$14.7K -124 -5%
PI
407
PineBridge Investments
New York
$290K -$642K -5,425 -77%
ASN
408
Advisory Services Network
Georgia
$289K
BWL
409
Bogart Wealth LLC
Virginia
$287K
SEI Investments
410
SEI Investments
Pennsylvania
$287K +$261K +2,203 New
CIBC Private Wealth Group
411
CIBC Private Wealth Group
Georgia
$286K +$82.3K +695 +46%
VFA
412
Valeo Financial Advisors
Indiana
$282K
SWP
413
Sagespring Wealth Partners
Tennessee
$278K +$20.5K +173 +9%
TA
414
Townsend & Associates
Colorado
$278K
AF
415
Allworth Financial
California
$276K +$11.1K +94 +5%
AFA
416
Avant Financial Advisors
Texas
$271K
RWMH
417
Riverpoint Wealth Management Holdings
Illinois
$270K
EPIM
418
Evelyn Partners Investment Management
$269K
SFG
419
SNS Financial Group
Minnesota
$269K
AWM
420
Apollon Wealth Management
South Carolina
$267K +$4.97K +42 +2%
AC
421
AlphaCore Capital
California
$264K +$62.3K +526 +35%
CCA
422
Cobblestone Capital Advisors
New York
$261K -$23.7K -200 -9%
BIM
423
Bridges Investment Management
Nebraska
$261K
PL
424
Plancorp LLC
Missouri
$260K +$118 +1 +0.1%
FAFN
425
First Affirmative Financial Network
Colorado
$258K +$2.96K +25 +1%