We are live on ! Find out more
IRM icon

Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
1001
GW&K Investment Management
Massachusetts
$18K -$23.6K -221 -59%
CHA
1002
Carmichael Hill & Associates
Maryland
$17K – – –
NFA
1003
Northwest Financial Advisors
Virginia
$16.8K +$15.1K +141 New
PPC
1004
Park Place Capital
Alabama
$16.8K – – –
AAG
1005
Accordant Advisory Group
Maryland
$16.3K – – –
BIA
1006
Bell Investment Advisors
California
$15.6K +$535 +5 +4%
T
1007
Tidemark
California
$14.9K – – –
MSFP
1008
Mark Sheptoff Financial Planning
Connecticut
$14.6K – – –
OC
1009
Oarsman Capital
Wisconsin
$14.1K +$12.7K +119 New
MFT
1010
Moisand Fitzgerald Tamayo
Florida
$13.4K – – –
PS
1011
Planned Solutions
California
$12.7K +$11.4K +107 New
MCM
1012
MV Capital Management
Maryland
$12K +$107 +1 +1%
LI
1013
LRI Investments
Florida
$12K – – –
AWM
1014
Ameliora Wealth Management
Switzerland
$11.9K – – –
HC
1015
Hoese & Co
Minnesota
$11.9K – – –
MWA
1016
MFA Wealth Advisors
Pennsylvania
$11.9K – – –
RTL
1017
Red Tortoise LLC
Georgia
$11.2K – – –
ACM
1018
Anfield Capital Management
California
$10.5K – – –
MCM
1019
Manchester Capital Management
Vermont
$9.27K – – –
PCMC
1020
Planning Capital Management Corporation
Pennsylvania
$8.56K – – –
CPA
1021
Capital Performance Advisors
California
$8.44K +$7.59K +71 New
FMTCOCP
1022
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K -$3.1K -29 -33%
BGAI
1023
Bruce G. Allen Investments
Colorado
$4.87K – – –
RWM
1024
Raffa Wealth Management
District of Columbia
$4.63K – – –
GFPC
1025
Global Financial Private Client
Florida
$4.4K +$3.96K +37 New
39 40
41
42 43