We are live on ! Find out more
IRM icon

Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
851
IMS Capital Management
Oregon
$214K +$192K +1,798 New
CRWM
852
Castle Rock Wealth Management
California
$214K +$196K +1,832 New
CI
853
Conning Inc
Connecticut
$213K +$192K +1,794 New
WP
854
WealthPLAN Partners
Nebraska
$213K +$192K +1,794 New
SC
855
Sepio Capital
Utah
$212K +$191K +1,782 New
BWP
856
Baldwin Wealth Partners
Massachusetts
$211K -$24.9K -233 -12%
SIC
857
SJS Investment Consulting
Ohio
$210K +$18.1K +169 +11%
PA
858
Prossimo Advisors
California
$210K +$189K +1,765 New
SAI
859
Savvy Advisors Inc
New York
$209K +$188K +1,761 New
SCM
860
Stevens Capital Management
Pennsylvania
$209K -$52.1K -487 -22%
WC
861
Waterloo Capital
Texas
$208K +$188K +1,754 New
MRCM
862
M&R Capital Management
New Jersey
$206K +$4.92K +46 +3%
FAFN
863
First Affirmative Financial Network
Colorado
$206K +$186K +1,735 New
FPCP
864
Fort Point Capital Partners
California
$206K +$185K +1,729 New
CIS
865
Custom Index Systems
New York
$205K +$185K +1,729 New
WANY
866
Wealthspire Advisors (New York)
New York
$205K +$185K +1,728 New
MM
867
MQS Management
New York
$205K +$185K +1,725 New
LA
868
LBP AM
France
$205K -$961K -8,988 -84%
1WM
869
1858 Wealth Management
Ohio
$204K -$87.3K -816 -32%
QCIG
870
Quad-Cities Investment Group
Iowa
$203K +$183K +1,708 New
CMI
871
Clare Market Investments
Texas
$202K +$182K +1,700 New
RCWM
872
Royal Capital Wealth Management
Indiana
$202K +$182K +1,700 New
NL
873
NVWM LLC
Pennsylvania
$201K -$49.4K -462 -21%
EWA
874
EverSource Wealth Advisors
Alabama
$199K +$39.9K +373 +29%
PIM
875
Plato Investment Management
Australia
$197K – – –
33 34
35
36 37