We are live on ! Find out more
IRM icon

Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
351
Integrated Wealth Management (Palm Desert)
California
$23K -$14.4K -374 -38%
HMS
352
Hanseatic Management Services
New Mexico
$22K +$6.79K +176 +44%
CAW
353
Cornerstone Advisors (Washington)
Washington
$22K +$20.1K +521 +668%
QCG
354
Quadrant Capital Group
Ohio
$16K -$849 -22 -4%
CFA
355
CT Financial Advisors
Pennsylvania
$13.5K – – –
BBHC
356
Brown Brothers Harriman & Co
New York
$13K – – –
ARMC
357
American Research & Management Company
Massachusetts
$12K -$4.63K -120 -28%
EWM
358
Endurance Wealth Management
Rhode Island
$11K – – –
ClearBridge Investments
359
ClearBridge Investments
New York
$11K +$11.6K +300 New
BAM
360
Bruderman Asset Management
New York
$10K – – –
WAM
361
Wealthspire Advisors (Maryland)
Maryland
$10K – – –
PG
362
Patten Group
Tennessee
$9.62K – – –
EWM
363
Evercore Wealth Management
New York
$7K -$6.94K -180 -50%
ACM
364
Armbruster Capital Management
New York
$6K – – –
Simplex Trading
365
Simplex Trading
Illinois
$5K +$5.94K +154 New
GT
366
Glenmede Trust
Pennsylvania
$4K +$1K +26 +30%
FANJ
367
Financial Architects (New Jersey)
New Jersey
$3K – – –
GAM
368
Gemmer Asset Management
California
$3K – – –
Loomis, Sayles & Company
369
Loomis, Sayles & Company
Massachusetts
$3K – – –
AA
370
Apriem Advisors
California
$2K – – –
PMFA
371
Plante Moran Financial Advisors
Michigan
$2K – – –
ZB
372
Zions Bancorporation
Utah
$2K – – –
TFO
373
Tarbox Family Office
California
$2K +$1.16K +30 +103%
GI
374
Gradient Investments
Minnesota
$1K – – –
HCM
375
Herndon Capital Management
Georgia
$1K – – –