We are live on ! Find out more
BMO icon

Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
426
Studio Investment Management
Illinois
$144K -$17K -180 -11%
JEST
427
JTC Employer Solutions Trustee
Jersey
$137K +$124K +1,317 +474%
WB
428
Webster Bank
Connecticut
$136K – – –
CJL
429
Cyrus J. Lawrence
New York
$135K – – –
QCG
430
Quadrant Capital Group
Ohio
$129K -$567 -6 -0.4%
BCWM
431
Bartlett & Co Wealth Management
Ohio
$129K – – –
CWM
432
Compass Wealth Management
Connecticut
$120K – – –
FFA
433
Farther Finance Advisors
California
$114K +$6.99K +74 +7%
GM
434
GeoWealth Management
Illinois
$112K +$104K +1,101 +2,039%
RWS
435
Retirement Wealth Solutions
Wisconsin
$106K +$103K +1,086 New
WCM
436
Winthrop Capital Management
Indiana
$103K – – –
MG
437
Mather Group
Illinois
$102K – – –
WSFS
438
Wilmington Savings Fund Society
Delaware
$102K +$52.1K +551 +110%
RhumbLine Advisers
439
RhumbLine Advisers
Massachusetts
$102K +$13.8K +146 +16%
HCP
440
Hexagon Capital Partners
Arkansas
$102K +$25.8K +273 +35%
GRP
441
Global Retirement Partners
California
$101K +$62.5K +661 +172%
TF
442
Tompkins Financial
New York
$97K – – –
WT
443
Washington Trust
Rhode Island
$97K – – –
IHWM
444
Iron Horse Wealth Management
Iowa
$95.1K – – –
PS
445
Principal Securities
Iowa
$94K +$59K +624 +181%
BBPWM
446
Blue Bell Private Wealth Management
Pennsylvania
$93.2K – – –
TCOV
447
Trust Company of Vermont
Vermont
$87.4K -$257K -2,717 -75%
WT
448
Whittier Trust
California
$87.3K -$18.1K -192 -18%
CSC
449
Caldwell Sutter Capital
California
$85.3K +$2.55K +27 +3%
TSMHT
450
Thurston Springer Miller Herd & Titak
Indiana
$83.8K -$10.1K -107 -11%