We are live on ! Find out more
IRM icon

Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
676
Westpac Banking Corp
Australia
$220K – – –
SFG
677
Sovereign Financial Group
Connecticut
$220K +$197K +3,141 New
RZH
678
Relyea Zuckerberg Hanson
Connecticut
$218K +$196K +3,121 New
P
679
&Partners
Tennessee
$217K +$195K +3,110 New
CAM
680
Cresset Asset Management
Illinois
$217K +$195K +3,106 New
CI
681
Cigna Investments
Connecticut
$217K +$194K +3,095 New
BFM
682
Boston Financial Management
Massachusetts
$217K +$194K +3,100 New
XF
683
XML Financial
Maryland
$215K +$192K +3,068 New
1WM
684
1900 Wealth Management
Texas
$214K -$82.8K -1,320 -30%
LCM
685
Landscape Capital Management
New Jersey
$213K +$191K +3,044 New
PVI
686
Pine Valley Investments
New Jersey
$212K +$190K +3,025 New
MMA
687
Miracle Mile Advisors
California
$210K +$189K +3,006 New
CW
688
CreativeOne Wealth
Kansas
$210K +$188K +3,004 New
CYG
689
Clean Yield Group
Vermont
$210K – – –
CW
690
Channel Wealth
California
$210K +$188K +3,000 New
WT
691
Whittier Trust
California
$208K -$15.7K -250 -8%
MCCP
692
Mission Creek Capital Partners
California
$208K +$186K +2,972 New
TFA
693
Toth Financial Advisory
Virginia
$207K -$49K -781 -21%
IAS
694
IMA Advisory Services
Colorado
$207K +$185K +2,954 New
BBWP
695
Beacon Bridge Wealth Partners
Pennsylvania
$206K -$26.7K -425 -13%
DWM
696
Destination Wealth Management
California
$206K -$121K -1,930 -40%
DLA
697
Douglas Lane & Associates
New York
$206K +$185K +2,944 New
CCT
698
Capital City Trust
Florida
$206K +$184K +2,940 New
DWP
699
Daymark Wealth Partners
Ohio
$202K +$181K +2,883 New
PA
700
Parallel Advisors
California
$201K -$48.8K -778 -21%
26 27
28
29 30