We are live on ! Find out more
IRM icon

Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
576
Profund Advisors
Maryland
$242K -$52.8K -1,008 -18%
PCS
577
Personal CFO Solutions
New Jersey
$241K -$34.4K -657 -13%
WG
578
Welch Group
Alabama
$240K – – –
FLPIM
579
F.L. Putnam Investment Management
Massachusetts
$238K +$236K +4,502 New
BFS
580
Bradley Foster & Sargent
Connecticut
$238K -$157 -3 -0.1%
DWM
581
Dakota Wealth Management
Florida
$237K +$235K +4,487 New
KI
582
Kula Investments
Illinois
$236K +$234K +4,465 New
BCI
583
Brinker Capital Investments
Pennsylvania
$236K -$2.88K -55 -1%
OPS
584
Orion Portfolio Solutions
Nebraska
$236K +$234K +4,460 New
XF
585
XML Financial
Maryland
$234K +$2.25K +43 +1%
EI
586
EDMP Inc
Florida
$232K -$14.1K -270 -6%
CS
587
Comerica Securities
Michigan
$230K -$8.33K -159 -4%
CWM
588
Curi Wealth Management
North Carolina
$229K – – –
TPWA
589
TRUE Private Wealth Advisors
Oregon
$229K -$327K -6,246 -59%
SFC
590
Strategic Financial Concepts
Texas
$228K +$226K +4,310 New
EI
591
Ellevest Inc
New York
$224K +$27.7K +528 +14%
GIM
592
Guild Investment Management
California
$224K – – –
PWM
593
Perigon Wealth Management
California
$224K -$18.3K -350 -8%
DWM
594
Destination Wealth Management
California
$222K +$5.08K +97 +2%
TW
595
TrinityPoint Wealth
Connecticut
$221K +$1.36K +26 +0.6%
CWG
596
Crown Wealth Group
North Carolina
$220K – – –
AWM
597
Avior Wealth Management
Nebraska
$217K +$175K +3,338 +435%
PA
598
Prossimo Advisors
California
$216K +$214K +4,075 New
BWL
599
Bogart Wealth LLC
Virginia
$214K – – –
HI
600
Horizon Investments
North Carolina
$213K +$211K +4,028 New
22 23
24
25 26