We are live on ! Find out more
IRM icon

Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
401
Pegasus Asset Management
New York
$637K – – –
BRWM
402
B. Riley Wealth Management
Tennessee
$637K +$79K +1,659 +17%
RPCONE
403
Retirement Planning Company of New England
Rhode Island
$634K +$16.1K +338 +3%
TI
404
Tidal Investments
Wisconsin
$634K +$545K +11,439 New
BCM
405
Bayesian Capital Management
New York
$625K +$537K +11,275 New
LNC
406
Lincoln National Corp
Pennsylvania
$624K +$40.4K +849 +8%
ACI
407
Alpha Cubed Investments
California
$621K – – –
WAP
408
Wealthcare Advisory Partners
Pennsylvania
$620K +$34.4K +722 +7%
TAIM
409
TD Ameritrade Investment Management
Nebraska
$619K +$35.5K +746 +7%
OWA
410
Outlook Wealth Advisors
Texas
$616K +$530K +11,130 New
WSC
411
Wellington Shields & Co
New York
$614K -$150K -3,155 -22%
AWA
412
Aaron Wealth Advisors
Illinois
$614K +$1.62M +34,021 New
OTL
413
Oak Thistle LLC
New York
$612K +$526K +11,042 New
IFG
414
Independent Financial Group
California
$611K -$199K -4,188 -28%
BCM
415
BTC Capital Management
Iowa
$608K -$176K -3,690 -25%
WS
416
Wedbush Securities
California
$603K +$10.6K +223 +2%
RWA
417
Redhawk Wealth Advisors
Minnesota
$602K +$46.3K +973 +10%
KA
418
Kovack Advisors
Florida
$601K +$69.4K +1,457 +15%
MA
419
Montag & Associates
Georgia
$587K +$230K +4,828 +84%
TPWA
420
TRUE Private Wealth Advisors
Oregon
$582K -$33.9K -711 -6%
CRI
421
Colonial River Investments
Virginia
$581K -$21.6K -453 -4%
VCP
422
Verus Capital Partners
Arizona
$576K +$503K +10,567 New
FA
423
FDx Advisors
Illinois
$571K +$491K +10,301 New
FFN
424
Focus Financial Network
Minnesota
$564K +$479K +10,066 New
BCV
425
Banque Cantonale Vaudoise
Switzerland
$563K – – –
15 16
17
18 19