We are live on ! Find out more
IRM icon

Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
651
Spire Wealth Management
Virginia
$85.2K +$4.19K +80 +5%
AWM
652
Ameliora Wealth Management
Switzerland
$84.7K -$314K -6,000 -79%
SIC
653
SJS Investment Consulting
Ohio
$84.7K
T
654
TOBAM
France
$84K -$36.5K -697 -31%
TVWM
655
Tower View Wealth Management
Wisconsin
$81K
FFC
656
First Financial Corp
Indiana
$79.3K
PCM
657
Penserra Capital Management
California
$78K
SC
658
Schubert & Co
Texas
$74.5K +$891 +17 +1%
FCMT
659
Founders Capital Management (Texas)
Texas
$74K
Federated Hermes
660
Federated Hermes
Pennsylvania
$72.4K +$71.7K +1,368 New
FHA
661
First Horizon Advisors
Tennessee
$71.4K -$1.05K -20 -1%
NFSG
662
Newbridge Financial Services Group
Florida
$69.9K -$18.1K -346 -21%
SCM
663
Silvant Capital Management
Georgia
$69.2K
CWC
664
Carolinas Wealth Consulting
North Carolina
$68.4K +$210 +4 +0.3%
CMBA
665
C.M. Bidwell & Associates
Hawaii
$68K
QPBE
666
Quintet Private Bank (Europe)
Luxembourg
$63.2K +$62.6K +1,194 New
AW
667
Avion Wealth
Texas
$63K
PFBT
668
Parkside Financial Bank & Trust
Missouri
$62.3K -$4.35K -83 -7%
IGWM
669
ICA Group Wealth Management
Colorado
$60.1K -$108K -2,054 -64%
GWSG
670
GPS Wealth Strategies Group
Colorado
$58.8K +$58.2K +1,110 New
BHWM
671
Bay Harbor Wealth Management
Maryland
$58.7K +$105 +2 +0.2%
SC
672
Sawyer & Company
Massachusetts
$56K
SN
673
Sittner & Nelson
Oregon
$54.3K +$629 +12 +1%
HCP
674
Hexagon Capital Partners
Arkansas
$52.9K
NSIM
675
North Star Investment Management
Illinois
$51.3K