We are live on ! Find out more
BMO icon

Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
451
Mascoma Wealth Management
New Hampshire
$5K +$5.03K +50 New
BIA
452
Bell Investment Advisors
California
$5K +$5.13K +51 New
RIM
453
Rockbridge Investment Management
New York
$5K +$5.23K +52 New
M
454
MOTCO
Texas
$4K – – –
SWM
455
Sugarloaf Wealth Management
Georgia
$3K – – –
PPWM
456
PFG Private Wealth Management
Florida
$3K +$3.42K +34 New
EW
457
Evoke Wealth
California
$2K -$101 -1 -5%
HFA
458
HC Financial Advisors
California
$2K – – –
TFO
459
Tarbox Family Office
California
$2K – – –
RWM
460
Raffa Wealth Management
District of Columbia
$1.3K – – –
BWM
461
Baystate Wealth Management
Massachusetts
$1K – – –
EDRH
462
Edmond de Rothschild Holding
Switzerland
– -$2.12M -20,620 Closed
CCM
463
CAAS Capital Management
New York
– -$1.41M -13,785 Closed
FC
464
FORA Capital
Florida
– -$961K -9,368 Closed
BAM
465
Blueshift Asset Management
New Jersey
– -$687K -6,703 Closed
PP
466
Paloma Partners
Connecticut
– -$615K -6,000 Closed
PWM
467
PRW Wealth Management
Massachusetts
– -$599K -5,844 Closed
BC
468
Bridgefront Capital
Texas
– -$590K -5,753 Closed
Verition Fund Management
469
Verition Fund Management
Connecticut
– -$575K -5,606 Closed
LOAMS
470
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$695K -5,467 Closed
BCM
471
Brookstone Capital Management
Illinois
– -$545K -5,386 Closed
CRC
472
Curi RMB Capital
Illinois
– -$483K -4,705 Closed
SAG
473
Spotlight Asset Group
Illinois
– -$410K -4,000 Closed
KOMWMG
474
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$363K -3,536 Closed
GAM
475
Griffin Asset Management
New York
– -$321K -3,131 Closed