We are live on ! Find out more
IRM icon

Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
501
Measured Wealth Private Client Group
New Hampshire
$798K -$39.6K -411 -5%
AIC
502
Archer Investment Corporation
Indiana
$795K – – –
MMA
503
Miracle Mile Advisors
California
$792K +$2.79K +29 +0.4%
AIM
504
Aigen Investment Management
New York
$791K +$748K +7,760 New
TPA
505
Trivium Point Advisory
Connecticut
$789K +$66.7K +692 +10%
IBOK
506
Independence Bank of Kentucky
Kentucky
$787K – – –
KRSITF
507
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$787K -$18.9K -196 -2%
TRCT
508
Tower Research Capital (TRC)
New York
$784K -$1.17M -12,190 -61%
PIM
509
Penobscot Investment Management
Massachusetts
$784K +$255K +2,650 +53%
IWC
510
Integrated Wealth Concepts
Massachusetts
$782K -$66K -685 -8%
MC
511
Mathes Company
New York
$770K -$48.2K -500 -6%
CCM
512
Coldstream Capital Management
Washington
$765K +$11.7K +121 +2%
AG
513
Ascent Group
Virginia
$758K +$61.7K +640 +9%
MPWT
514
MassMutual Private Wealth & Trust
Connecticut
$757K -$1.06K -11 -0.1%
PCM
515
Princeton Capital Management
New Jersey
$754K -$52.1K -541 -7%
IAN
516
Integrated Advisors Network
Texas
$754K -$59.7K -620 -8%
BCA
517
Bay Colony Advisors
Massachusetts
$753K -$19K -197 -3%
PCIA
518
Prime Capital Investment Advisors
Kansas
$752K -$12.6K -131 -2%
MWM
519
Mindset Wealth Management
Indiana
$751K -$12.4K -129 -2%
TSS
520
Two Sigma Securities
New York
$740K -$149K -1,542 -18%
BPWM
521
Badgley Phelps Wealth Managers
Washington
$739K – – –
TI
522
Tidal Investments
Wisconsin
$734K -$539K -5,593 -44%
BP
523
Ballentine Partners
Massachusetts
$730K +$26.1K +271 +4%
TGAM
524
TBH Global Asset Management
Tennessee
$729K – – –
OWA
525
Outlook Wealth Advisors
Texas
$726K -$12.2K -127 -2%
19 20
21
22 23