We are live on ! Find out more
BMO icon

Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
476
Pathway Financial Advisers
Indiana
$33K -$2.85M -30,113 -99%
IWP
477
IAG Wealth Partners
Wisconsin
$32.5K – – –
AA
478
Addison Advisors
Vermont
$32.3K +$23.3K +246 +283%
IA
479
IFP Advisors
Florida
$30.4K +$19K +201 +179%
BTC
480
Bank & Trust Company
Illinois
$25.5K – – –
1IA
481
1620 Investment Advisors
Massachusetts
$25.1K – – –
CFGS
482
Concourse Financial Group Securities
Alabama
$24K – – –
AWM
483
Avior Wealth Management
Nebraska
$21.2K – – –
JWA
484
JFS Wealth Advisors
Pennsylvania
$19.2K +$3.31K +35 +21%
SAM
485
Smartleaf Asset Management
Massachusetts
$19.2K -$10.4K -110 -36%
ACA
486
Atlas Capital Advisors
Wyoming
$18.4K – – –
WAM
487
WFA Asset Management
Wisconsin
$17.6K – – –
BGAI
488
Bruce G. Allen Investments
Colorado
$17.3K – – –
FMP
489
Financial Management Professionals
Texas
$16.8K -$3.12K -33 -16%
SO
490
Sierra Ocean
California
$14.8K +$14.5K +153 New
VWM
491
Venturi Wealth Management
Texas
$13.9K +$851 +9 +7%
RWPA
492
Richard W. Paul & Associates
Michigan
$13.5K +$13.1K +139 New
CA
493
CoreCap Advisors
Michigan
$13.2K +$7.28K +77 +131%
FDCP
494
Foster Dykema Cabot & Partners
Massachusetts
$12.6K -$6.14K -65 -33%
JGIA
495
Jackson Grant Investment Advisers
Connecticut
$12.5K +$12.2K +129 New
BTI
496
Blue Trust Inc
Georgia
$12.2K -$51.2K -542 -81%
TCM
497
Tradewinds Capital Management
Washington
$12.1K – – –
SVCP
498
Silicon Valley Capital Partners
California
$11.8K +$95 +1 +0.8%
MA
499
MCF Advisors
Kentucky
$10.7K – – –
TCM
500
TruNorth Capital Management
Michigan
$9.71K – – –
18 19
20
21 22