We are live on ! Find out more
IRM icon

Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
501
Sequoia Financial Advisors
Ohio
$763K +$55.9K +580 +7%
CCA
502
Checchi Capital Advisers
California
$763K +$80.5K +835 +10%
GT
503
Glenmede Trust
Pennsylvania
$759K +$169K +1,750 +25%
CRI
504
Colonial River Investments
Virginia
$757K -$503K -5,223 -37%
PCM
505
Princeton Capital Management
New Jersey
$756K -$141K -1,465 -14%
HA
506
Herold Advisors
New York
$753K +$96 +1 +0%
SC
507
Savant Capital
Illinois
$750K -$291K -3,016 -26%
BCI
508
Brinker Capital Investments
Pennsylvania
$745K -$25.3K -263 -3%
OPS
509
Orion Portfolio Solutions
Nebraska
$745K -$25.3K -263 -3%
FFO
510
Fiduciary Family Office
Florida
$738K +$827K +8,582 New
FHA
511
Flagship Harbor Advisors
Massachusetts
$735K -$35.3K -366 -4%
MWPCG
512
Measured Wealth Private Client Group
New Hampshire
$734K -$78.5K -815 -9%
Capstone Investment Advisors
513
Capstone Investment Advisors
New York
$733K +$559K +5,805 +213%
KRSITF
514
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$728K +$816K +8,466 New
FFWM
515
Future Financial Wealth Management
Ohio
$724K -$154K -1,599 -16%
GCA
516
Genesee Capital Advisors
New York
$721K -$483K -5,010 -37%
WCM
517
WealthBridge Capital Management
Ohio
$719K -$465K -4,829 -37%
CPCM
518
Cardinal Point Capital Management
Ontario, Canada
$714K -$193K -2,000 -20%
IMCOOI
519
Investment Management Corp of Ontario (IMCO)
Canada
$713K -$2.18M -22,653 -73%
AP
520
Atwood & Palmer
Missouri
$710K
RSF
521
Rik Saylor Financial
Ohio
$707K +$964 +10 +0.1%
TWC
522
TD Waterhouse Canada
Ontario, Canada
$707K -$2.37M -24,577 -75%
ACA
523
Atlas Capital Advisors
Wyoming
$705K -$47.1K -489 -6%
PD
524
Point72 (DIFC)
United Arab Emirates
$703K +$787K +8,171 New
MC
525
Mathes Company
New York
$693K -$9.64K -100 -1%