We are live on ! Find out more
BMO icon

Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
401
Snowden Capital Advisors
New York
$342K +$30.7K +221 +10%
BA
402
Bridgewater Advisors
New York
$342K -$82.5K -594 -21%
PFA
403
Pure Financial Advisors
California
$341K +$83.2K +599 +31%
CFO
404
CVA Family Office
Colorado
$340K
PWP
405
Perfromance Wealth Partners
Illinois
$338K
AF
406
Allworth Financial
California
$338K +$29.6K +213 +9%
SS
407
SBI Securities
Japan
$337K -$7.78K -56 -2%
TA
408
Townsend & Associates
Colorado
$336K
MWM
409
Modern Wealth Management
Kansas
$333K +$94.8K +682 +39%
NP
410
Nilsine Partners
Colorado
$333K +$303K +2,183 New
CAM
411
Cozad Asset Management
Illinois
$332K -$53.4K -384 -14%
HH
412
Hilltop Holdings
Texas
$331K +$21K +151 +7%
NSIM
413
North Star Investment Management
Illinois
$328K +$1.11K +8 +0.3%
SWP
414
Sagespring Wealth Partners
Tennessee
$328K +$41.3K +297 +14%
GCP
415
Gill Capital Partners
Colorado
$326K
MFIM
416
Mesirow Financial Investment Management
Illinois
$326K +$40.2K +289 +14%
BWL
417
Bogart Wealth LLC
Virginia
$323K +$278 +2 +0.1%
Brown Advisory
418
Brown Advisory
Maryland
$321K +$329K +2,371 New
KCM
419
Kathmere Capital Management
Pennsylvania
$319K +$48.5K +349 +17%
KMWM
420
Keudell/Morrison Wealth Management
Oregon
$318K -$45.4K -327 -12%
WHG
421
Westwood Holdings Group
Texas
$316K
PP
422
Patten & Patten
Tennessee
$315K
PNC
423
Park National Corp
Ohio
$315K
MFG
424
Magnus Financial Group
New York
$311K -$6.53K -47 -2%
SI
425
Seeds Investor
New York
$311K +$62.4K +449 +27%