We are live on ! Find out more
BMO icon

Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
426
Wealthcare Capital Management
Virginia
$4K +$4.07K +54 New
EW
427
Evoke Wealth
California
$3.45K -$75 -1 -2%
FP
428
Financial Perspectives
Minnesota
$3.25K +$3.16K +42 New
JCM
429
Jacobi Capital Management
Pennsylvania
$3K – – –
LWA
430
Lenox Wealth Advisors
New York
$3K – – –
M
431
MOTCO
Texas
$3K – – –
PWP
432
Personal Wealth Partners
Minnesota
$3K – – –
TSW
433
Thompson Siegel & Walmsley
Virginia
$3K – – –
SWM
434
Sugarloaf Wealth Management
Georgia
$3K +$2.48K +33 New
HIA
435
Harbor Investment Advisory
Maryland
$3K +$2.63K +35 New
AWM
436
Avior Wealth Management
Nebraska
$2K – – –
BCA
437
Berman Capital Advisors
Georgia
$2K – – –
Carson Wealth (CWM LLC)
438
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
TFGT
439
TS Financial Group (TSFG)
Illinois
$2K – – –
BWM
440
Baystate Wealth Management
Massachusetts
$2K +$1.2K +16 +160%
LWM
441
Lenox Wealth Management
Ohio
$2K +$2.33K +31 New
CFG
442
Citizens Financial Group
Rhode Island
$1K – – –
GWS
443
Glassman Wealth Services
Virginia
$1K +$602 +8 New
ETC
444
Exchange Traded Concepts
Oklahoma
$1K +$828 +11 New
CCA
445
Column Capital Advisors
Indiana
$1K +$1.28K +17 New
Acadian Asset Management
446
Acadian Asset Management
Massachusetts
– -$563M -7,640,462 Closed
Arrowstreet Capital
447
Arrowstreet Capital
Massachusetts
– -$203M -2,754,725 Closed
Two Sigma Investments
448
Two Sigma Investments
New York
– -$62.2M -826,109 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
449
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$10.2M -138,430 Closed
SO
450
STRS Ohio
Ohio
– -$5.13M -69,600 Closed