We are live on ! Find out more
BMO icon

Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
201
Baldwin Wealth Partners
Massachusetts
$1.02M – – –
CP
202
CenterBook Partners
Connecticut
$1.01M -$1.71M -17,650 -60%
FAB
203
First American Bank
Illinois
$1.01M – – –
YCM
204
Yousif Capital Management
Michigan
$1.01M +$148K +1,530 +15%
PP
205
Pegasus Partners
Wisconsin
$1M – – –
CAN
206
Cetera Advisor Networks
California
$974K +$104K +1,071 +11%
UB
207
UMB Bank
Missouri
$954K -$1.64M -16,916 -61%
CSS
208
Cubist Systematic Strategies
Connecticut
$947K -$2.47M -25,586 -70%
FCI
209
Financial Counselors Inc
Kansas
$930K -$36.9K -382 -3%
NSAM
210
North Star Asset Management
Wisconsin
$923K -$8.32K -86 -0.8%
ST
211
Smithfield Trust
Pennsylvania
$900K – – –
State Street
212
State Street
Massachusetts
$889K – – –
IGWM
213
ICA Group Wealth Management
Colorado
$889K +$387 +4 +0%
Voloridge Investment Management
214
Voloridge Investment Management
Florida
$888K -$4.42M -45,660 -82%
KAS
215
Kestra Advisory Services
Texas
$867K +$21.4K +221 +2%
FC
216
FORA Capital
Florida
$845K +$137K +1,416 +17%
TC
217
Tacita Capital
Ontario, Canada
$842K – – –
Mercer Global Advisors
218
Mercer Global Advisors
Colorado
$833K +$301K +3,111 +49%
Capital World Investors
219
Capital World Investors
California
$815K +$9.57K +99 +1%
William Blair & Company
220
William Blair & Company
Illinois
$814K +$194K +2,006 +28%
SP
221
Symmetry Partners
Connecticut
$810K – – –
BFG
222
Berger Financial Group
Minnesota
$810K +$31.2K +323 +4%
Cambridge Investment Research Advisors
223
Cambridge Investment Research Advisors
Iowa
$806K +$49.4K +511 +6%
MCM
224
Marathon Capital Management
Maryland
$805K +$142K +1,465 +19%
CGA
225
Crescent Grove Advisors
Illinois
$790K -$81.4K -842 -9%