We are live on ! Find out more
IRM icon

Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
751
Financial Advocates Investment Management
Washington
$210K +$189K +2,616 New
SCM
752
Saxony Capital Management
Missouri
$209K +$189K +2,610 New
SWM
753
Segment Wealth Management
Texas
$209K +$188K +2,600 New
SWM
754
Seed Wealth Management
Illinois
$208K +$190K +2,620 New
IAS
755
Insigneo Advisory Services
Florida
$208K +$186K +2,570 New
PFGIA
756
Patriot Financial Group Insurance Agency
Massachusetts
$207K +$187K +2,581 New
TFA
757
Toth Financial Advisory
Virginia
$207K -$27.6K -381 -13%
CPA
758
Cardiff Park Advisors
California
$207K +$187K +2,578 New
HKIMG
759
Hutchens & Kramer Investment Management Group
Indiana
$206K +$188K +2,595 New
SF
760
Symphony Financial
Texas
$206K -$828K -11,445 -82%
CGL
761
Clarius Group LLC
Washington
$205K -$22.6K -312 -11%
PIA
762
Perennial Investment Advisors
California
$203K +$183K +2,528 New
JIC
763
Johnson Investment Counsel
Ohio
$202K +$182K +2,516 New
DWM
764
Dakota Wealth Management
Florida
$201K -$71.7K -990 -28%
BIG
765
Brooklyn Investment Group
New York
$201K +$183K +2,525 New
PAS
766
Point72 Asia (Singapore)
Singapore
$193K +$174K +2,407 New
FFA
767
Farther Finance Advisors
California
$191K -$8.83K -122 -5%
CTC
768
Central Trust Company
Missouri
$175K -$14.5K -200 -8%
NL
769
NVWM LLC
Pennsylvania
$174K
MIA
770
MeadowBrook Investment Advisors
Michigan
$173K -$9.41K -130 -6%
MG
771
Mather Group
Illinois
$167K +$172K +2,382 New
Capstone Investment Advisors
772
Capstone Investment Advisors
New York
$165K +$149K +2,059 New
BWP
773
Baldwin Wealth Partners
Massachusetts
$161K
CFB
774
Cullen/Frost Bankers
Texas
$160K
FP
775
Financial Perspectives
Minnesota
$160K