We are live on ! Find out more
IRM icon

Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
876
Sound Income Strategies
Florida
$237K -$25.3K -206 -10%
AIA
877
AssuredPartners Investment Advisors
Florida
$237K -$58.2K -475 -20%
BRWA
878
B. Riley Wealth Advisors
Florida
$237K +$223K +1,822 New
HCM
879
Howard Capital Management
Georgia
$236K +$229K +1,871 New
BAM
880
Belpointe Asset Management
Nevada
$236K +$229K +1,866 New
CT
881
Coastline Trust
Rhode Island
$234K – – –
AAG
882
Asset Advisory Group
New Jersey
$234K +$227K +1,855 New
TFIPS
883
Towarzystwo Funduszy Inwestycyjnych PZU SA
$231K – – –
QWP
884
Quotient Wealth Partners
Texas
$231K +$224K +1,825 New
RWB
885
RMR Wealth Builders
New Jersey
$229K +$222K +1,814 New
FWP
886
FAS Wealth Partners
Kansas
$229K +$222K +1,812 New
FCCM
887
First City Capital Management
Georgia
$229K +$222K +1,811 New
AWM
888
Axxcess Wealth Management
California
$228K +$222K +1,808 New
BPW
889
Bingham Private Wealth
California
$228K +$221K +1,803 New
MMG
890
Monetary Management Group
Missouri
$227K – – –
PAM
891
Pegasus Asset Management
New York
$227K +$221K +1,800 New
SC
892
Summa Corp
Texas
$227K +$221K +1,800 New
UIM
893
Unified Investment Management
Georgia
$227K +$221K +1,800 New
DAS
894
Dynamic Advisor Solutions
Arizona
$226K +$220K +1,791 New
WCP
895
Wick Capital Partners
Pennsylvania
$226K +$219K +1,789 New
LOAMS
896
Lombard Odier Asset Management (Switzerland)
Switzerland
$225K +$219K +1,784 New
CFP
897
Catalyst Financial Partners
Massachusetts
$223K +$216K +1,764 New
KAM
898
Knightsbridge Asset Management
California
$222K +$215K +1,754 New
DMBA
899
Deseret Mutual Benefit Administrators
Utah
$221K -$42.4K -346 -17%
PWMAG
900
Pinnacle Wealth Management Advisory Group
New Jersey
$218K +$211K +1,724 New
34 35
36
37 38