We are live on ! Find out more
IRM icon

Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
626
Stonebridge Financial Group
California
$613K +$591K +4,824 New
BHC
627
Bull Harbor Capital
Maryland
$604K +$156K +1,276 +36%
FRM
628
Fox Run Management
Connecticut
$603K -$1.22M -9,964 -68%
LW
629
Linscomb Wealth
Texas
$601K -$24.2K -197 -4%
SAM
630
Smith Asset Management
Florida
$601K – – –
FGP
631
Freestone Grove Partners
California
$600K +$583K +4,753 New
HNWAG
632
High Net Worth Advisory Group
Florida
$593K – – –
KFA
633
Kapstone Financial Advisors
Ohio
$591K -$33.8K -276 -6%
MWM
634
Mission Wealth Management
California
$588K +$210K +1,709 +58%
HP
635
Havemeyer Place
Connecticut
$582K -$1.28M -10,472 -69%
CRC
636
Curi RMB Capital
Illinois
$580K +$736 +6 +0.1%
WSFS
637
Wilmington Savings Fund Society
Delaware
$573K +$3.92K +32 +0.7%
AS
638
Altshuler Shaham
Israel
$571K +$1.88M +15,315 New
PWMA
639
Pension & Wealth Management Advisors
Massachusetts
$569K +$62.6K +511 +13%
ASC
640
Atalanta Sosnoff Capital
New York
$569K -$70K -571 -11%
ESB
641
Essex Savings Bank
Connecticut
$562K +$1.96K +16 +0.4%
CWG
642
Cornerstone Wealth Group
North Carolina
$558K +$27.1K +221 +5%
AA
643
Advisory Alpha
Michigan
$552K +$36.3K +296 +7%
GS
644
GTS Securities
Florida
$552K -$363K -2,963 -40%
MWPCG
645
Measured Wealth Private Client Group
New Hampshire
$551K – – –
AAM
646
Augustine Asset Management
Florida
$543K -$38.6K -315 -7%
Group One Trading
647
Group One Trading
Illinois
$541K -$107K -870 -17%
PWM
648
Perigon Wealth Management
California
$540K +$64.7K +528 +14%
BWM
649
BCO Wealth Management
New Mexico
$540K – – –
MMA
650
Miracle Mile Advisors
California
$540K +$85.3K +696 +19%