We are live on ! Find out more
IRM icon

Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
476
Denali Advisors
California
$773K +$6.46K +69 +0.7%
IFG
477
Independent Financial Group
California
$773K – – –
ACM
478
Advisors Capital Management
New Jersey
$773K +$365K +3,898 +72%
DAS
479
Diversify Advisory Services
Utah
$771K -$717K -7,656 -49%
WS
480
Wedbush Securities
California
$771K +$97.1K +1,037 +13%
SFA
481
Sequoia Financial Advisors
Ohio
$769K -$78.7K -841 -8%
AUB
482
Atlantic Union Bankshares
Virginia
$769K -$18.1K -193 -2%
VSQM
483
V-Square Quantitative Management
Illinois
$761K +$859K +9,178 New
AFG
484
Atomi Financial Group
New York
$748K +$463K +4,950 +122%
FFA
485
Founders Financial Alliance
North Carolina
$745K +$1.97K +21 +0.2%
FFWM
486
Future Financial Wealth Management
Ohio
$744K -$32.1K -343 -4%
SC
487
Savant Capital
Illinois
$742K -$41.9K -448 -5%
AWM
488
Arista Wealth Management
Nevada
$734K -$323K -3,456 -28%
MBTD
489
Mechanics Bank - Trust Department
California
$732K +$350K +3,736 +73%
GT
490
Greenleaf Trust
Michigan
$721K -$26.6K -284 -3%
HA
491
Herold Advisors
New York
$718K – – –
CFO
492
Callan Family Office
Pennsylvania
$715K +$239K +2,556 +42%
VA
493
Vident Advisory
Georgia
$707K -$96.9K -1,035 -11%
BI
494
Bramshill Investments
Florida
$688K +$5.15K +55 +0.7%
AWM
495
AE Wealth Management
Kansas
$684K -$498K -5,321 -39%
RSF
496
Rik Saylor Financial
Ohio
$677K -$4.68K -50 -0.6%
SSWM
497
Strait & Sound Wealth Management
California
$674K -$130K -1,389 -15%
AWM
498
Axxcess Wealth Management
California
$671K -$230K -2,456 -23%
CRI
499
Colonial River Investments
Virginia
$671K -$43.3K -463 -5%
SAM
500
Securian Asset Management
Minnesota
$667K -$577K -6,160 -43%
18 19
20
21 22