We are live on ! Find out more
IRM icon

Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
751
Quest Investment Management
Oregon
$374K -$181K -1,479 -33%
AWA
752
Amplius Wealth Advisors
Pennsylvania
$373K +$362K +2,954 New
RZH
753
Relyea Zuckerberg Hanson
Connecticut
$369K -$613 -5 -0.2%
AO
754
Advisor OS
Illinois
$368K +$23.5K +192 +7%
CW
755
CreativeOne Wealth
Kansas
$367K +$356K +2,902 New
SAI
756
Savvy Advisors Inc
New York
$365K +$10.9K +89 +3%
EWA
757
EverSource Wealth Advisors
Alabama
$364K +$10.8K +88 +3%
BC
758
Bayforest Capital
United Kingdom
$364K +$49.8K +406 +16%
BCM
759
BTC Capital Management
Iowa
$361K – – –
ACM
760
AlphaStar Capital Management
North Carolina
$361K +$23.8K +194 +7%
BFA
761
Beaumont Financial Advisors
Massachusetts
$361K +$613 +5 +0.2%
SEP
762
Southland Equity Partners
Missouri
$361K -$1.23K -10 -0.3%
KWM
763
Keebeck Wealth Management
Illinois
$359K +$90.8K +741 +36%
SW
764
SVB Wealth
Massachusetts
$359K +$2.45K +20 +0.7%
GIA
765
Gladstone Institutional Advisory
Florida
$357K +$346K +2,826 New
IAS
766
IMA Advisory Services
Colorado
$357K +$2.08K +17 +0.6%
AIFAIM
767
American Institute for Advanced Investment Management
Arizona
$356K +$3.06K +25 +0.9%
SIA
768
Soltis Investment Advisors
Utah
$355K +$62.3K +508 +22%
CI
769
Cigna Investments
Connecticut
$355K – – –
JPG
770
Jordan Park Group
California
$354K – – –
NL
771
NWAM LLC
Washington
$353K +$1.23K +10 +0.4%
TPCW
772
TD Private Client Wealth
New York
$353K -$330K -2,695 -49%
XWL
773
XXI Wealth LLC
Illinois
$352K +$34.1K +278 +11%
ACA
774
Aptus Capital Advisors
Alabama
$351K -$1.72K -14 -0.5%
PWM
775
Palacios Wealth Management
Florida
$348K – – –
29 30
31
32 33