We are live on ! Find out more
IRM icon

Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
TW
601
TrinityPoint Wealth
Connecticut
$207K +$210K +4,160 New
MGIA
602
Moneta Group Investment Advisors
Missouri
$207K +$192K +3,795 New
Carson Wealth (CWM LLC)
603
Carson Wealth (CWM LLC)
Nebraska
$207K +$38.1K +755 +22%
CWG
604
Crown Wealth Group
North Carolina
$207K +$209K +4,150 New
Dimensional Fund Advisors
605
Dimensional Fund Advisors
Texas
$205K +$2.73M +54,106 +1%
DWM
606
Destination Wealth Management
California
$204K +$207K +4,095 New
BFEC
607
Benjamin F. Edwards & Company
Missouri
$203K -$3.18K -63 -2%
SB
608
Strategic Blueprint
Georgia
$202K +$205K +4,058 New
IA
609
IFP Advisors
Florida
$202K -$5.6K -111 -2%
LWAC
610
Laurel Wealth Advisors (California)
California
$202K +$205K +4,056 New
LW
611
Linscomb Wealth
Texas
$202K +$204K +4,051 New
BWL
612
Bogart Wealth LLC
Virginia
$202K
TFA
613
Toth Financial Advisory
Virginia
$197K
ST
614
Smithfield Trust
Pennsylvania
$188K -$14.4K -286 -7%
AIP
615
Ameritas Investment Partners
Nebraska
$187K
EI
616
Ellevest Inc
New York
$185K -$11.7K -232 -6%
MRCM
617
M&R Capital Management
New Jersey
$181K +$8.58K +170 +5%
BAM
618
Belpointe Asset Management
Nevada
$181K +$46.2K +916 +34%
RCM
619
Raleigh Capital Management
North Carolina
$167K -$4.29K -85 -2%
S
620
SignatureFD
Georgia
$165K -$5.1K -101 -3%
SWA
621
Sutton Wealth Advisors
Florida
$165K
DMBA
622
Deseret Mutual Benefit Administrators
Utah
$165K -$106K -2,104 -39%
PTC
623
Private Trust Company
Ohio
$159K +$1.72K +34 +1%
IGWM
624
ICA Group Wealth Management
Colorado
$159K +$161K +3,189 New
DGAM
625
Desjardins Global Asset Management
Quebec, Canada
$153K +$17K +337 +12%