We are live on ! Find out more
IRM icon

Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
MA
526
Montag & Associates
Georgia
$302K +$26K +550 +11%
APA
527
American Portfolios Advisors
New York
$299K +$101K +2,129 +59%
Wellington Management Group
528
Wellington Management Group
Massachusetts
$298K +$3.92K +83 +1%
SEP
529
Southland Equity Partners
Missouri
$297K -$17.7K -374 -6%
BFA
530
Beaumont Financial Advisors
Massachusetts
$296K -$188K -3,971 -67%
BA
531
Bristlecone Advisors
Washington
$295K – – –
GT
532
Greenleaf Trust
Michigan
$284K -$5.29K -112 -2%
AIM
533
Axiom Investment Management
New York
$283K – – –
WT
534
Washington Trust
Rhode Island
$283K – – –
PCS
535
Personal CFO Solutions
New Jersey
$280K -$96.9K -2,051 -28%
GLA
536
Good Life Advisors
Pennsylvania
$280K +$11.9K +251 +5%
IC
537
IEQ Capital
California
$278K -$6.81K -144 -3%
XF
538
XML Financial
Maryland
$276K +$2.69K +57 +1%
NFG
539
Nations Financial Group
Iowa
$272K – – –
AMG
540
Advisors Management Group
Wisconsin
$272K +$47 +1 +0%
FA
541
Fagan Associates
New York
$271K +$245K +5,175 New
ESB
542
Essex Savings Bank
Connecticut
$270K – – –
CA
543
Cullinan Associates
Kentucky
$268K – – –
TFA
544
Toth Financial Advisory
Virginia
$268K +$1.75K +37 +0.7%
RCG
545
Resource Consulting Group
Florida
$268K +$242K +5,123 New
PHK
546
Point72 Hong Kong
Hong Kong
$265K -$465K -9,840 -66%
MAM
547
Morse Asset Management
Connecticut
$262K +$236K +5,000 New
WWG
548
West Wealth Group
California
$261K +$236K +5,000 New
RJT
549
Raymond James Trust
Florida
$259K -$129K -2,733 -36%
BCM
550
Bluefin Capital Management
New York
$258K -$29.8K -630 -11%