We are live on ! Find out more
IRM icon

Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
651
Beaumont Financial Advisors
Massachusetts
$248K -$10.3K -164 -4%
LGA
652
Lebenthal Global Advisors
New York
$248K +$222K +3,538 New
NFG
653
Nations Financial Group
Iowa
$247K -$16.6K -265 -7%
PTC
654
Philadelphia Trust Company
Pennsylvania
$245K – – –
RSWA
655
Robinson Smith Wealth Advisors
Maine
$245K +$220K +3,500 New
DWM
656
Dakota Wealth Management
Florida
$245K -$65.3K -1,041 -23%
BCMO
657
Buckingham Capital Management (Ohio)
Ohio
$244K +$218K +3,483 New
CG
658
Caprock Group
Idaho
$244K +$216K +3,449 New
LIG
659
Lokken Investment Group
Delaware
$243K – – –
BP
660
Ballentine Partners
Massachusetts
$241K +$216K +3,446 New
RMDI
661
R.M. Davis Inc
Maine
$239K – – –
PCOC
662
Power Corp of Canada
Canada
$239K +$214K +3,416 New
IAIM
663
International Assets Investment Management
Florida
$237K +$213K +3,388 New
HNB
664
Huntington National Bank
Ohio
$235K -$77.5K -1,235 -27%
RIS
665
Retirement Income Solutions
Michigan
$234K -$40.8K -650 -16%
AMG
666
Advisors Management Group
Wisconsin
$232K -$11.9K -189 -5%
ARC
667
Advisor Resource Council
Texas
$231K +$207K +3,305 New
CBTWT
668
Community Bank & Trust (Waco, Texas)
Texas
$231K +$207K +3,300 New
JCM
669
Jacobi Capital Management
Pennsylvania
$230K +$206K +3,288 New
KWS
670
Keystone Wealth Services
California
$228K +$204K +3,258 New
AIP
671
Ameritas Investment Partners
Nebraska
$227K -$20.8K -332 -9%
MYAM
672
Meiji Yasuda Asset Management
Japan
$225K -$5.09M -81,159 -96%
GA
673
Geller Advisors
New York
$225K -$20.3K -323 -9%
AA
674
Apriem Advisors
California
$224K +$201K +3,200 New
CCG
675
Cypress Capital Group
Florida
$224K +$201K +3,200 New
25 26
27
28 29