We are live on ! Find out more
IRM icon

Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
726
Callan Family Office
Pennsylvania
$364K +$407K +3,461 New
SI
727
Severin Investments
Missouri
$363K +$405K +3,449 New
MWM
728
Mission Wealth Management
California
$362K -$4.23K -36 -1%
NI
729
Natural Investments
California
$361K +$404K +3,439 New
LSIA
730
LaSalle St. Investment Advisors
Illinois
$358K +$401K +3,414 New
FM
731
Foster & Motley
Ohio
$357K -$37.6K -320 -9%
SEP
732
Southland Equity Partners
Missouri
$356K -$63.6K -541 -14%
RIS
733
Retirement Income Solutions
Michigan
$352K – – –
CPIG
734
Chicago Partners Investment Group
Illinois
$349K -$9.63K -82 -2%
CAM
735
Cresset Asset Management
Illinois
$349K -$8.34K -71 -2%
AMG
736
Advisors Management Group
Wisconsin
$348K – – –
GA
737
Geller Advisors
New York
$348K -$9.99K -85 -3%
HNB
738
Huntington National Bank
Ohio
$348K -$49.5K -421 -11%
HCM
739
Howland Capital Management
Massachusetts
$347K – – –
SPC
740
Sigma Planning Corp
Michigan
$344K -$156K -1,329 -29%
BFA
741
Beaumont Financial Advisors
Massachusetts
$340K -$24.4K -208 -6%
JIC
742
Johnson Investment Counsel
Ohio
$340K +$140K +1,188 +58%
MMA
743
Miracle Mile Advisors
California
$338K +$9.87K +84 +3%
TW
744
TrinityPoint Wealth
Connecticut
$336K -$5.17K -44 -1%
SWP
745
Stratos Wealth Partners
Ohio
$336K +$940 +8 +0.3%
KFGK
746
Keystone Financial Group (Kentucky)
Kentucky
$333K -$123K -1,048 -25%
WT
747
Whittier Trust
California
$332K +$16.9K +144 +5%
SFG
748
Sovereign Financial Group
Connecticut
$330K – – –
JCM
749
Jacobi Capital Management
Pennsylvania
$330K -$19K -162 -5%
KWS
750
Keystone Wealth Services
California
$329K +$9.05K +77 +3%
28 29
30
31 32