We are live on ! Find out more
IRM icon

Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
576
Toth Financial Advisory
Virginia
$227K
PPW
577
Pinnacle Private Wealth
Massachusetts
$227K +$35.6K +676 +17%
GWM
578
Gitterman Wealth Management
New Jersey
$225K -$30.5K -580 -11%
EVM
579
Evelyn V. Moreno
$224K +$242K +4,600 New
AWM
580
Apollon Wealth Management
South Carolina
$222K +$44.2K +839 +23%
WG
581
Welch Group
Alabama
$221K
CS
582
Comerica Securities
Michigan
$220K +$9.42K +179 +4%
BFS
583
Bradley Foster & Sargent
Connecticut
$219K
OSAM
584
O'Shaughnessy Asset Management
Connecticut
$216K -$9.74K -185 -4%
FTDI
585
First Trust Direct Indexing
Massachusetts
$216K +$37.4K +710 +19%
VI
586
Versor Investments
New York
$216K +$234K +4,439 New
TL
587
Tradewinds LLC
North Carolina
$214K +$231K +4,398 New
HWM
588
HB Wealth Management
Georgia
$212K +$11.8K +225 +5%
Acadian Asset Management
589
Acadian Asset Management
Massachusetts
$210K +$95.3K +1,811 +72%
XF
590
XML Financial
Maryland
$209K -$8.89K -169 -4%
BCI
591
Brinker Capital Investments
Pennsylvania
$209K +$2K +38 +0.9%
MGP
592
Metis Global Partners
California
$207K -$16.7K -317 -7%
CBOR
593
Community Bank of Raymore
Missouri
$207K
IWM
594
IHT Wealth Management
Illinois
$200K +$4.95K +94 +2%
S
595
SignatureFD
Georgia
$195K -$105 -2 -0%
BFEC
596
Benjamin F. Edwards & Company
Missouri
$194K +$7.05K +134 +3%
AIP
597
Ameritas Investment Partners
Nebraska
$192K
AA
598
Addison Advisors
Vermont
$190K
S
599
Surevest
California
$175K
Carson Wealth (CWM LLC)
600
Carson Wealth (CWM LLC)
Nebraska
$174K +$16.7K +318 +10%