We are live on ! Find out more
IRM icon

Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
501
RNC Capital Management
California
$664K – – –
MSA
502
MUFG Securities Americas
New York
$661K -$94 -1 -0%
B
503
Bailard
California
$659K -$655 -7 -0.1%
KFAS
504
Keating Financial Advisory Services
Kansas
$654K +$738K +7,885 New
AIC
505
Archer Investment Corporation
Indiana
$647K – – –
IBOK
506
Independence Bank of Kentucky
Kentucky
$643K +$2.34K +25 +0.3%
MWM
507
Mindset Wealth Management
Indiana
$643K +$35.9K +384 +5%
AWA
508
Arkadios Wealth Advisors
Georgia
$643K +$418K +4,471 +136%
EF
509
Empowered Funds
Pennsylvania
$641K -$58.1K -621 -7%
KRSITF
510
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$640K – – –
CPCM
511
Cardinal Point Capital Management
Ontario, Canada
$638K -$55.2K -590 -7%
TPA
512
Trivium Point Advisory
Connecticut
$634K -$8.61K -92 -1%
MPWT
513
MassMutual Private Wealth & Trust
Connecticut
$634K +$21.1K +225 +3%
PFS
514
Prospera Financial Services
Texas
$633K +$160K +1,710 +29%
AG
515
Ascent Group
Virginia
$633K +$18.1K +193 +3%
MC
516
Mathes Company
New York
$626K – – –
HI
517
Harbour Investments
Wisconsin
$616K -$166K -1,778 -19%
CIA
518
Concurrent Investment Advisors
Florida
$615K +$177K +1,889 +34%
PCM
519
Princeton Capital Management
New Jersey
$614K – – –
CCM
520
Coldstream Capital Management
Washington
$607K -$17.7K -189 -3%
CF
521
Centaurus Financial
California
$599K +$18.5K +198 +3%
MOS
522
MGO One Seven
Ohio
$595K +$9.36K +100 +1%
BPWM
523
Badgley Phelps Wealth Managers
Washington
$595K -$14K -150 -2%
CPIG
524
Chicago Partners Investment Group
Illinois
$591K +$91.2K +974 +18%
TGAM
525
TBH Global Asset Management
Tennessee
$590K -$3.37K -36 -0.5%
19 20
21
22 23