We are live on ! Find out more
BMO icon

Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
476
N.E.W. Advisory Services
Wisconsin
$53.2K +$55.1K +557 New
CTC
477
Central Trust Company
Missouri
$52.5K – – –
TCM
478
TruNorth Capital Management
Michigan
$48.2K +$40.1K +405 +405%
EPIMS
479
Evelyn Partners Investment Management Services
$47.8K – – –
JFA
480
JNBA Financial Advisors
Minnesota
$47.8K – – –
RIL
481
Rothschild Investment LLC
Illinois
$47K +$593 +6 +1%
HNB
482
Huntington National Bank
Ohio
$46.9K – – –
CAL
483
Capital Analysts LLC
Pennsylvania
$45K +$6.13K +62 +15%
WF
484
Wayfinding Financial
Washington
$44K +$46.4K +469 New
HPC
485
HM Payson & Co
Maine
$42K +$43.5K +440 New
CI
486
CX Institutional
Indiana
$42K +$43.6K +441 New
TC
487
Truvestments Capital
Florida
$39K +$40.4K +408 New
CA
488
Crewe Advisors
Utah
$38.2K – – –
SIS
489
Strategic Investment Solutions
Illinois
$38.2K – – –
CCM
490
Coldstream Capital Management
Washington
$35.6K +$36.9K +373 New
BC
491
Bayforest Capital
United Kingdom
$34.3K +$35.5K +359 New
TFIPS
492
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33.5K – – –
WAS
493
Winch Advisory Services
Wisconsin
$33.4K – – –
AA
494
Addison Advisors
Vermont
$32.9K +$1.09K +11 +3%
IWP
495
IAG Wealth Partners
Wisconsin
$32K – – –
IA
496
IFP Advisors
Florida
$28.1K -$1.88K -19 -6%
CSPIA
497
Cary Street Partners Investment Advisory
Virginia
$26.1K +$18.8K +190 +229%
BTC
498
Bank & Trust Company
Illinois
$25.1K – – –
1IA
499
1620 Investment Advisors
Massachusetts
$24.7K – – –
PGAM
500
Princeton Global Asset Management
New Jersey
$23.9K -$34.6K -350 -58%
18 19
20
21 22