We are live on ! Find out more
IRM icon

Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
801
Orion Capital Management
California
$104K -$36.2K -500 -28%
PBK
802
Peoples Bank (Kansas)
Kansas
$99.1K – – –
MPWT
803
MassMutual Private Wealth & Trust
Connecticut
$98.4K +$4.05K +56 +5%
HF
804
Halpern Financial
Virginia
$96K – – –
CWC
805
Carolinas Wealth Consulting
North Carolina
$89.8K +$4.42K +61 +6%
FCAS
806
First Command Advisory Services
Texas
$88.2K +$79.6K +1,100 New
AW
807
Avion Wealth
Texas
$86K +$1.23K +17 +2%
TIM
808
Thompson Investment Management
Wisconsin
$85.3K – – –
BHWM
809
Bay Harbor Wealth Management
Maryland
$82.6K -$1.09K -15 -1%
SN
810
Sittner & Nelson
Oregon
$82.3K – – –
FCA
811
FinTrust Capital Advisors
South Carolina
$80.2K -$17.4K -240 -19%
HCP
812
Hexagon Capital Partners
Arkansas
$80.2K – – –
PGAM
813
Princeton Global Asset Management
New Jersey
$80.2K – – –
SAM
814
Smartleaf Asset Management
Massachusetts
$78.3K +$5.28K +73 +8%
UB
815
UMB Bank
Missouri
$78K +$579 +8 +0.8%
JWA
816
JFS Wealth Advisors
Pennsylvania
$76.9K +$52.2K +721 +303%
SSB
817
Sandy Spring Bank
Maryland
$74.1K +$72 +1 +0.1%
EWA
818
EverSource Wealth Advisors
Alabama
$74K +$43.4K +600 +169%
SIS
819
Sound Income Strategies
Florida
$73.7K – – –
IBOK
820
Independence Bank of Kentucky
Kentucky
$72.6K – – –
PO
821
Private Ocean
California
$72.2K – – –
RIL
822
Rothschild Investment LLC
Illinois
$71.8K +$1.09K +15 +2%
PG
823
Proffitt & Goodson
Tennessee
$66.2K – – –
BCMLT
824
Beacon Capital Management LLC (Tennessee)
Tennessee
$65.9K – – –
CA
825
Clearstead Advisors
Ohio
$65.8K -$1.09K -15 -2%
31 32
33
34 35