We are live on ! Find out more
IRM icon

Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
726
BTC Capital Management
Iowa
$237K
CA
727
Commerzbank Aktiengesellschaft
Germany
$237K +$53.7K +574 +25%
CBB
728
Citizens Business Bank
California
$236K -$102K -1,090 -28%
BFA
729
Beaumont Financial Advisors
Massachusetts
$235K +$842 +9 +0.3%
CA
730
Continuum Advisory
Idaho
$235K +$70.5K +753 +36%
PPWP
731
Premier Path Wealth Partners
New Jersey
$233K -$4.12K -44 -2%
TPWA
732
TRUE Private Wealth Advisors
Oregon
$233K -$16.3K -174 -6%
JPG
733
Jordan Park Group
California
$233K
IHL
734
Investment House LLC
California
$232K +$9.36K +100 +4%
AMBIA
735
Allen Mooney & Barnes Investment Advisors
Georgia
$232K +$9.08K +97 +4%
SIS
736
Sound Income Strategies
Florida
$232K +$122K +1,304 +117%
MWM
737
Mission Wealth Management
California
$231K -$43.9K -469 -14%
SW
738
SVB Wealth
Massachusetts
$231K +$5.24K +56 +2%
DWAM
739
Duncan Williams Asset Management
Tennessee
$231K +$3.74K +40 +2%
PWM
740
Palacios Wealth Management
Florida
$229K
DE
741
Diversified Enterprises
Delaware
$228K +$257K +2,747 New
SFS
742
Sowell Financial Services
Arkansas
$228K -$28.6K -306 -10%
SAI
743
Savvy Advisors Inc
New York
$228K -$1.69K -18 -0.7%
CFG
744
Cooper Financial Group
California
$226K -$44.6K -477 -15%
TWA
745
TCI Wealth Advisors
Arizona
$225K +$254K +2,712 New
DWP
746
Daymark Wealth Partners
Ohio
$224K +$374 +4 +0.1%
AIM
747
Allen Investment Management
New York
$224K
KeyBank National Association
748
KeyBank National Association
Ohio
$224K -$25.4K -271 -9%
AIP
749
Ameritas Investment Partners
Nebraska
$223K
KFGK
750
Keystone Financial Group (Kentucky)
Kentucky
$222K -$93.6K -1,000 -27%