We are live on ! Find out more
BMO icon

Bank of Montreal
BMO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
526
Mission Wealth Management
California
$206K +$183K +1,165 New
AC
527
Apella Capital
Connecticut
$206K +$181K +1,153 New
MWM
528
Manske Wealth Management
Texas
$205K +$182K +1,160 New
SI
529
Stephens Inc
Arkansas
$205K -$155K -985 -46%
CWA
530
CogentBlue Wealth Advisors
Tennessee
$204K +$181K +1,152 New
JFGIW
531
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$201K +$54.1K +344 +43%
CFG
532
Carter Financial Group
Illinois
$201K +$178K +1,135 New
HDIM
533
Hanson & Doremus Investment Management
Vermont
$177K – – –
HBT
534
Hills Bank & Trust
Iowa
$177K – – –
TF
535
Tompkins Financial
New York
$177K – – –
CTC
536
Central Trust Company
Missouri
$171K +$65.2K +415 +75%
DB
537
Danske Bank
Denmark
$161K – – –
NEWAS
538
N.E.W. Advisory Services
Wisconsin
$152K – – –
JEST
539
JTC Employer Solutions Trustee
Jersey
$148K – – –
HNB
540
Huntington National Bank
Ohio
$148K -$1.1K -7 -0.8%
UB
541
UMB Bank
Missouri
$148K – – –
CA
542
Clearstead Advisors
Ohio
$141K +$125K +798 New
SAM
543
Smartleaf Asset Management
Massachusetts
$139K – – –
HPC
544
HM Payson & Co
Maine
$135K – – –
GI
545
GAMMA Investing
California
$131K -$142K -905 -55%
DFA
546
DHJJ Financial Advisors
Illinois
$130K – – –
GBT
547
Grove Bank & Trust
Florida
$125K – – –
OW
548
Olistico Wealth
Oklahoma
$124K – – –
CIAM
549
Caitong International Asset Management
Hong Kong
$115K +$102K +652 New
TCOV
550
Trust Company of Vermont
Vermont
$115K +$102K +651 New
20 21
22
23 24