We are live on ! Find out more
BMO icon

Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
1IA
176
1834 Investment Advisors
Wisconsin
$1.12M -$3.09M -44,338 -74%
NFG
177
Next Financial Group
Texas
$1.09M +$1.05M +15,088 New
ABC
178
Associated Banc-Corp
Wisconsin
$1.07M +$18K +258 +2%
NGA
179
Naples Global Advisors
Florida
$1.05M +$60.6K +870 +7%
OMCS
180
Old Mutual Customised Solutions
South Africa
$965K -$48.8K -700 -5%
TTWM
181
TCV Trust & Wealth Management
Virginia
$952K -$2.09K -30 -0.2%
CAL
182
Capital Analysts LLC
Pennsylvania
$949K +$6.27K +90 +0.7%
DDPIC
183
Deroy & Devereaux Private Investment Counsel
Michigan
$943K
BA
184
Boston Advisors
Massachusetts
$931K +$43.6K +625 +5%
KIA
185
KCM Investment Advisors
California
$929K -$55.8K -800 -6%
NERM
186
New England Research & Management
Illinois
$898K -$603K -8,650 -41%
CS
187
Credential Securities
$891K -$37.4K -537 -4%
PSC
188
Prentiss Smith & Co
Vermont
$881K -$71.8K -1,030 -8%
Wellington Management Group
189
Wellington Management Group
Massachusetts
$859K +$230K +3,299 +39%
PI
190
Placemark Investments
Illinois
$848K +$92.7K +1,330 +13%
PAMU
191
Pictet Asset Management (UK)
United Kingdom
$844K
CCM
192
Carderock Capital Management
Maryland
$843K -$7.53K -108 -0.9%
HS
193
HighVista Strategies
Massachusetts
$837K -$126K -1,808 -14%
OWP
194
Obermeyer Wealth Partners
Colorado
$827K +$54K +775 +7%
LNC
195
Lincoln National Corp
Pennsylvania
$820K +$40.9K +586 +6%
BSWMG
196
Barrington Strategic Wealth Management Group
Illinois
$818K -$14.7K -211 -2%
SWM
197
SVA Wealth Management
Wisconsin
$781K +$29.4K +422 +4%
RCM
198
Riverhead Capital Management
Delaware
$766K
CLOS
199
Compagnie Lombard Odier SCmA
Switzerland
$765K +$3.9K +56 +0.5%
IIM
200
Ipswich Investment Management
Massachusetts
$758K +$216K +3,100 +43%