We are live on ! Find out more
IRM icon

Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
NW
451
NewEdge Wealth
Pennsylvania
$1.01M +$372K +3,863 +49%
CTA
452
Chesley Taft & Associates
Illinois
$1M +$30.5K +317 +3%
BAMF
453
BI Asset Management Fondsmaeglerselskab
Denmark
$1M -$14.2K -147 -1%
DCM
454
Delta Capital Management
New Jersey
$999K – – –
Assenagon Asset Management
455
Assenagon Asset Management
Luxembourg
$993K +$37.4K +388 +3%
RPCONE
456
Retirement Planning Company of New England
Rhode Island
$984K +$17.5K +182 +2%
PAG
457
Private Advisory Group
Washington
$982K +$169K +1,754 +18%
GAA
458
Guardian Asset Advisors
Pennsylvania
$976K -$9.35K -97 -0.8%
AWM
459
Axxcess Wealth Management
California
$963K -$696K -7,225 -39%
Jones Financial Companies
460
Jones Financial Companies
Missouri
$959K +$400K +4,151 +58%
KIG
461
Kessler Investment Group
Indiana
$953K -$68.6K -712 -6%
BRWA
462
B. Riley Wealth Advisors
Florida
$946K +$33.8K +351 +3%
AFM
463
Abbot Financial Management
Massachusetts
$939K – – –
AIFAIM
464
American Institute for Advanced Investment Management
Arizona
$935K +$64.6K +670 +7%
PCIA
465
Prime Capital Investment Advisors
Kansas
$928K +$154K +1,603 +17%
BFG
466
Bleakley Financial Group
New Jersey
$927K -$705K -7,316 -40%
CIM
467
Contravisory Investment Management
Massachusetts
$927K -$2.7K -28 -0.3%
JFG
468
Jefferies Financial Group
New York
$926K +$1.04M +10,764 New
ISL
469
Ingalls & Snyder LLC
New York
$925K -$5.3K -55 -0.5%
TRCT
470
Tower Research Capital (TRC)
New York
$920K -$282K -2,930 -21%
TMAM
471
Tokio Marine Asset Management
Japan
$918K +$31.8K +330 +3%
HIP
472
HUB Investment Partners
Texas
$918K +$5.78K +60 +0.6%
WSC
473
Wellington Shields & Co
New York
$916K – – –
PL
474
Perpetual Ltd
Australia
$909K – – –
APC
475
Aspire Private Capital
North Carolina
$909K +$89.7K +931 +10%