We are live on ! Find out more
IRM icon

Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
AFWM
576
AMJ Financial Wealth Management
Virginia
$229K -$251K -4,776 -50%
EI
577
EDMP Inc
Florida
$228K – – –
TW
578
TrinityPoint Wealth
Connecticut
$227K -$38.9K -739 -14%
TFA
579
Toth Financial Advisory
Virginia
$227K – – –
PPW
580
Pinnacle Private Wealth
Massachusetts
$227K +$35.6K +676 +17%
GWM
581
Gitterman Wealth Management
New Jersey
$225K -$30.5K -580 -11%
EVM
582
Evelyn V. Moreno
$224K +$242K +4,600 New
AWM
583
Apollon Wealth Management
South Carolina
$222K +$44.2K +839 +23%
WG
584
Welch Group
Alabama
$221K – – –
CS
585
Comerica Securities
Michigan
$220K +$9.42K +179 +4%
BFS
586
Bradley Foster & Sargent
Connecticut
$219K – – –
OSAM
587
O'Shaughnessy Asset Management
Connecticut
$216K -$9.74K -185 -4%
IAIM
588
International Assets Investment Management
Florida
$216K -$5.32K -101 -2%
FTDI
589
First Trust Direct Indexing
Massachusetts
$216K +$37.4K +710 +19%
VI
590
Versor Investments
New York
$216K +$234K +4,439 New
TL
591
Tradewinds LLC
North Carolina
$214K +$231K +4,398 New
HWM
592
HB Wealth Management
Georgia
$212K +$11.8K +225 +5%
Acadian Asset Management
593
Acadian Asset Management
Massachusetts
$210K +$95.3K +1,811 +72%
XF
594
XML Financial
Maryland
$209K -$8.89K -169 -4%
BCI
595
Brinker Capital Investments
Pennsylvania
$209K +$2K +38 +0.9%
MGP
596
Metis Global Partners
California
$207K -$16.7K -317 -7%
CBOR
597
Community Bank of Raymore
Missouri
$207K – – –
IWM
598
IHT Wealth Management
Illinois
$200K +$4.95K +94 +2%
S
599
SignatureFD
Georgia
$195K -$105 -2 -0%
BFEC
600
Benjamin F. Edwards & Company
Missouri
$194K +$7.05K +134 +3%