We are live on ! Find out more
IRM icon

Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
576
Nations Financial Group
Iowa
$737K +$300K +2,801 +82%
CIA
577
Concurrent Investment Advisors
Florida
$734K -$213K -1,996 -24%
GKWIM
578
Gerber Kawasaki Wealth & Investment Management
California
$733K -$24.4K -228 -4%
DA
579
DCM Advisors
New York
$730K -$59K -552 -8%
KeyBank National Association
580
KeyBank National Association
Ohio
$726K +$56.3K +526 +9%
ZIMP
581
Zimmermann Investment Management & Planning
Pennsylvania
$722K +$8.02K +75 +1%
EE
582
EWG Elevate
California
$720K -$85.9K -803 -12%
ECM
583
Estabrook Capital Management
New York
$717K -$21.4K -200 -3%
S
584
SignatureFD
Georgia
$716K +$72.4K +677 +13%
OIA
585
OneDigital Investment Advisors
Kansas
$711K +$9.52K +89 +2%
WA
586
Wambolt & Associates
Colorado
$705K -$369K -3,449 -37%
RL
587
Retireful LLC
Michigan
$700K +$630K +5,891 New
GS
588
GTS Securities
Florida
$699K +$630K +5,886 New
ESB
589
Essex Savings Bank
Connecticut
$696K -$5.88K -55 -0.9%
KWM
590
Kingsview Wealth Management
Oregon
$693K -$67.8K -634 -10%
CIM
591
Caldwell Investment Management
Ontario, Canada
$688K +$631K +5,900 New
AWA
592
Arete Wealth Advisors
Illinois
$679K -$231K -2,155 -27%
GSIAS
593
Garden State Investment Advisory Services
New Jersey
$677K
RMDI
594
R.M. Davis Inc
Maine
$676K
KFA
595
Kapstone Financial Advisors
Ohio
$676K
CFM
596
Catalyst Funds Management
Australia
$671K +$604K +5,648 New
OP
597
ORG Partners
Indiana
$666K +$427K +3,994 +248%
GA
598
Gateway Advisory
New Jersey
$651K +$586K +5,479 New
PFA
599
Pinnacle Family Advisors
Missouri
$651K +$28.1K +263 +5%
BP
600
Ballentine Partners
Massachusetts
$641K +$83.3K +779 +17%