We are live on ! Find out more
IRM icon

Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
PI
501
PEAK6 Investments
Illinois
$333K +$308K +5,855 New
CCM
502
Coldstream Capital Management
Washington
$331K +$16.1K +306 +5%
GRP
503
Global Retirement Partners
California
$330K -$5.84K -111 -2%
V
504
Veritable
Delaware
$326K +$20.4K +387 +6%
SW
505
SteelPeak Wealth
California
$325K -$49.4K -939 -12%
UWPG
506
Ullmann Wealth Partners Group
Florida
$325K +$351K +6,666 New
CI
507
CPR Investments
Michigan
$323K -$4.16K -79 -1%
MCCP
508
Mission Creek Capital Partners
California
$322K -$6.21K -118 -2%
TFA
509
Teamwork Financial Advisors
Texas
$319K -$337K -6,411 -49%
GT
510
Greenleaf Trust
Michigan
$318K +$46.6K +885 +16%
JWCA
511
J.W. Cole Advisors
Florida
$317K -$29.7K -564 -8%
Brown Advisory
512
Brown Advisory
Maryland
$317K +$26.3K +500 +8%
EGA
513
E&G Advisors
Texas
$316K
PNAA
514
Pictet North America Advisors
Switzerland
$316K +$342K +6,500 New
PA
515
Profund Advisors
Maryland
$315K -$49.6K -943 -13%
AGA
516
Accuvest Global Advisors
Utah
$315K
HVIA
517
Hudson Valley Investment Advisors
New York
$312K
GAM
518
Griffin Asset Management
New York
$311K +$2.79K +53 +0.8%
TA
519
TFG Advisers
Michigan
$308K +$333K +6,322 New
IC
520
IEQ Capital
California
$307K +$18.5K +351 +6%
APA
521
American Portfolios Advisors
New York
$304K -$24.8K -472 -7%
OCPWS
522
One Charles Private Wealth Services
Massachusetts
$303K +$158 +3 +0%
ASC
523
Atalanta Sosnoff Capital
New York
$301K -$8.58K -163 -3%
MC
524
Machina Capital
France
$301K +$325K +6,175 New
SEP
525
Southland Equity Partners
Missouri
$300K +$9.26K +176 +3%