We are live on ! Find out more
IRM icon

Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
EI
576
Ellevest Inc
New York
$291K +$299K +4,898 New
PWP
577
Perfromance Wealth Partners
Illinois
$291K
DWM
578
Destination Wealth Management
California
$290K -$15.7K -257 -5%
LMKC
579
L.M. Kohn & Company
Ohio
$290K
CWM
580
Cornerstone Wealth Management
Missouri
$288K +$30.4K +497 +11%
GFG
581
Goldstone Financial Group
Illinois
$287K -$24.5K -401 -8%
RWPA
582
Richard W. Paul & Associates
Michigan
$286K -$10.9K -178 -4%
WANY
583
Wealthspire Advisors (New York)
New York
$286K +$294K +4,808 New
CI
584
CX Institutional
Indiana
$282K +$289K +4,736 New
WHC
585
Wulff, Hansen & Co
California
$281K
PCS
586
Personal CFO Solutions
New Jersey
$279K +$3.6K +59 +1%
HNWAG
587
High Net Worth Advisory Group
Florida
$279K
SC
588
Scotia Capital
Ontario, Canada
$275K -$189K -3,101 -40%
SI
589
Stephens Inc
Arkansas
$275K +$16.1K +264 +6%
HNB
590
Huntington National Bank
Ohio
$273K -$8.98K -147 -3%
CS
591
Comerica Securities
Michigan
$271K -$11.2K -184 -4%
PA
592
Prossimo Advisors
California
$271K
DWM
593
Dakota Wealth Management
Florida
$270K -$77.4K -1,267 -22%
WG
594
Welch Group
Alabama
$269K
IA
595
IFP Advisors
Florida
$269K -$1.16K -19 -0.4%
AAG
596
Armstrong Advisory Group
Massachusetts
$267K -$12.2K -200 -4%
TI
597
Tidal Investments
Wisconsin
$265K -$448K -7,325 -62%
HGERS
598
Householder Group Estate & Retirement Specialist
Arizona
$265K +$272K +4,455 New
Federated Hermes
599
Federated Hermes
Pennsylvania
$263K +$24.6K +403 +10%
TL
600
Tradewinds LLC
North Carolina
$262K +$270K +4,415 New