We are live on ! Find out more
BMO icon

Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
5NPW
476
55 North Private Wealth
Florida
$271K +$241K +1,531 New
BFG
477
Beto Financial Group
Idaho
$270K +$629 +4 +0.3%
KOMWMG
478
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$270K +$786 +5 +0.3%
GWS
479
Greykasell Wealth Strategies
California
$269K – – –
ECM
480
ExodusPoint Capital Management
New York
$269K +$239K +1,520 New
CT
481
Caldwell Trust
Florida
$265K – – –
KAS
482
KPP Advisory Services
Kentucky
$261K +$232K +1,476 New
GT
483
Greenleaf Trust
Michigan
$260K +$231K +1,471 New
TL
484
Tradewinds LLC
North Carolina
$258K +$26.1K +166 New
MA
485
Mutual Advisors
Nebraska
$256K +$228K +1,448 New
EWM
486
Empirical Wealth Management
Washington
$252K +$224K +1,426 New
CWA
487
Continuum Wealth Advisors
New York
$252K +$224K +1,424 New
ATC
488
Argent Trust Co
Tennessee
$250K -$93.5K -595 -30%
WB
489
Webster Bank
Connecticut
$247K – – –
WPA
490
Winning Points Advisors
Florida
$247K +$220K +1,400 New
MWA
491
Medallion Wealth Advisors
Connecticut
$245K -$183K -1,166 -46%
BG
492
Bahl & Gaynor
Ohio
$245K +$218K +1,385 New
CFG
493
Citizens Financial Group
Rhode Island
$243K +$216K +1,375 New
AWA
494
Arkadios Wealth Advisors
Georgia
$243K -$63.2K -402 -23%
LA
495
LVW Advisors
New York
$242K +$215K +1,367 New
FWA
496
FORM Wealth Advisors
Wisconsin
$241K -$25.9K -165 -11%
RA
497
Riversedge Advisors
Delaware
$240K +$214K +1,361 New
GA
498
Goldstein Advisors
Wisconsin
$238K +$212K +1,348 New
CL
499
Choreo LLC
Illinois
$237K -$37.4K -238 -15%
CF
500
Canoe Financial
Alberta, Canada
$236K -$16.7K -106 -7%
18 19
20
21 22