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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
351
Bar Harbor Wealth Management
New Hampshire
$263K
SC
352
Slow Capital
California
$256K -$316K -10,056 -56%
SWP
353
Stratos Wealth Partners
Ohio
$256K +$23K +731 +10%
SSWM
354
Sheets Smith Wealth Management
North Carolina
$251K +$7.85K +250 +3%
SG Americas Securities
355
SG Americas Securities
New York
$250K -$5.92M -188,537 -96%
LFAS
356
Level Four Advisory Services
Texas
$243K +$14.6K +465 +7%
NIM
357
Northeast Investment Management
Massachusetts
$239K
WT
358
Washington Trust
Rhode Island
$233K -$112K -3,566 -33%
FC
359
FCA Corp
Texas
$233K
Creative Planning
360
Creative Planning
Kansas
$232K +$225K +7,149 New
TU
361
TDAM USA
Ontario, Canada
$226K -$654K -20,810 -75%
VF
362
Virtu Financial
New York
$224K +$217K +6,901 New
PIA
363
Piedmont Investment Advisors
North Carolina
$220K +$8.54K +272 +4%
KRSITF
364
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$219K +$213K +6,773 New
VNB
365
Virginia National Bank
Virginia
$217K
Franklin Resources
366
Franklin Resources
California
$214K -$55.4K -1,764 -21%
MCP
367
Martin Capital Partners
Oregon
$212K +$206K +6,549 New
KFC
368
Klingenstein Fields & Co
New York
$205K +$199K +6,331 New
FLPIM
369
F.L. Putnam Investment Management
Massachusetts
$204K +$198K +6,311 New
AAS
370
Avantax Advisory Services
Texas
$200K +$193K +6,160 New
RFM
371
Royal Fund Management
Florida
$186K +$3.08K +98 +2%
CBT
372
Capital Bank & Trust
California
$182K -$1.93M -61,396 -92%
RIA
373
Realta Investment Advisors
Delaware
$169K -$52.1K -1,658 -24%
AIP
374
Ameritas Investment Partners
Nebraska
$157K -$13.7K -435 -8%
Robeco Institutional Asset Management
375
Robeco Institutional Asset Management
Netherlands
$157K