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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
326
Endurance Wealth Management
Rhode Island
$11K – – –
CK
327
Carnick & Kubik
Colorado
$10K +$8.62K +300 New
PG
328
Patten Group
Tennessee
$9.26K – – –
BAM
329
Bruderman Asset Management
New York
$9K – – –
WAM
330
Wealthspire Advisors (Maryland)
Maryland
$9K +$4.14K +144 +116%
FCCM
331
First City Capital Management
Georgia
$8.85K – – –
Parallax Volatility Advisers
332
Parallax Volatility Advisers
California
$5K +$4.08K +142 New
CBT
333
Central Bank & Trust
Kentucky
$4K – – –
GWM
334
Gupta Wealth Management
California
$3K – – –
CAW
335
Cornerstone Advisors (Washington)
Washington
$3K +$2.24K +78 New
PMFA
336
Plante Moran Financial Advisors
Michigan
$2K -$8.96K -312 -85%
Twin Tree Management
337
Twin Tree Management
Texas
$2K +$1.35K +47 New
RWA
338
Ropes Wealth Advisors
Massachusetts
$2K +$1.44K +50 New
ZB
339
Zions Bancorporation
Utah
$2K +$1.9K +66 New
FANJ
340
Financial Architects (New Jersey)
New Jersey
$2K +$1.92K +67 New
GAM
341
Gemmer Asset Management
California
$2K +$1.92K +67 New
PIA
342
Piedmont Investment Advisors
North Carolina
$1.73K +$86 +3 +6%
TFO
343
Tarbox Family Office
California
$1K -$689 -24 -45%
GI
344
Gradient Investments
Minnesota
$1K – – –
TSU
345
TD Securities (USA)
New York
$1K – – –
PFBT
346
Parkside Financial Bank & Trust
Missouri
$1K +$574 +20 New
AA
347
Apriem Advisors
California
$1K +$1.21K +42 New
GT
348
Glenmede Trust
Pennsylvania
$1K +$1.32K +46 New
SWA
349
Sutton Wealth Advisors
Florida
$543 +$460 +16 New
HCM
350
Highfields Capital Management
Massachusetts
– -$28.9M -1,069,868 Closed