We are live on ! Find out more
IRM icon

Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
526
Archer Investment Corporation
Indiana
$800K – – –
FIA
527
Foundations Investment Advisors
Arizona
$798K -$447K -4,737 -38%
MMA
528
Miracle Mile Advisors
California
$794K +$18.6K +197 +3%
IBOK
529
Independence Bank of Kentucky
Kentucky
$792K – – –
BCA
530
Bay Colony Advisors
Massachusetts
$778K -$7.82K -83 -1%
CFO
531
Callan Family Office
Pennsylvania
$777K +$714K +7,575 New
CAG
532
Csenge Advisory Group
Florida
$774K +$9.43K +100 +1%
PCIA
533
Prime Capital Investment Advisors
Kansas
$770K -$308K -3,272 -30%
MWM
534
Mindset Wealth Management
Indiana
$769K -$15.5K -164 -2%
ACA
535
Aptus Capital Advisors
Alabama
$764K -$28.1K -298 -4%
MPWT
536
MassMutual Private Wealth & Trust
Connecticut
$763K +$33.6K +356 +5%
EH
537
Equitable Holdings
New York
$761K -$16.8K -178 -2%
CCM
538
Coldstream Capital Management
Washington
$757K +$26.7K +283 +4%
OWA
539
Outlook Wealth Advisors
Texas
$743K -$3.21K -34 -0.5%
BPWM
540
Badgley Phelps Wealth Managers
Washington
$743K -$2.36K -25 -0.3%
IMCOOI
541
Investment Management Corp of Ontario (IMCO)
Canada
$738K -$104K -1,100 -13%
GAG
542
GM Advisory Group
New York
$736K -$11.5K -122 -2%
TGAM
543
TBH Global Asset Management
Tennessee
$734K -$33.5K -355 -5%
MP
544
Mangrove Partners
Connecticut
$727K +$668K +7,088 New
TPA
545
Trivium Point Advisory
Connecticut
$723K +$664K +7,048 New
S
546
SignatureFD
Georgia
$723K +$77.5K +822 +13%
WSFS
547
Wilmington Savings Fund Society
Delaware
$722K – – –
FG
548
Fiduciary Group
Georgia
$718K – – –
EF
549
Empowered Funds
Pennsylvania
$707K +$109K +1,161 +20%
BP
550
Ballentine Partners
Massachusetts
$707K +$141K +1,501 +28%
20 21
22
23 24