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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
HT
376
Heritage Trust
Oklahoma
$822K +$833K +16,496 New
FAM
377
Formidable Asset Management
Ohio
$813K +$157K +3,108 +24%
FNT
378
First National Trust
Pennsylvania
$800K
MCM
379
MAI Capital Management
Ohio
$793K +$14.1K +280 +2%
CA
380
Clearstead Advisors
Ohio
$789K
EWA
381
EP Wealth Advisors
California
$786K -$373K -7,384 -32%
MWPCG
382
Measured Wealth Private Client Group
New Hampshire
$781K -$74.4K -1,473 -9%
CIAS
383
Capital Investment Advisory Services
North Carolina
$777K +$8.94K +177 +1%
CAM
384
Columbia Asset Management
Michigan
$775K -$303K -6,011 -28%
PP
385
Prudential plc
United Kingdom
$769K +$355K +7,040 +84%
HWAM
386
Hennion & Walsh Asset Management
New Jersey
$767K +$464K +9,182 +148%
BFG
387
Bleakley Financial Group
New Jersey
$767K +$777K +15,384 New
Schroder Investment Management Group
388
Schroder Investment Management Group
United Kingdom
$765K
Voloridge Investment Management
389
Voloridge Investment Management
Florida
$750K +$760K +15,051 New
Los Angeles Capital Management
390
Los Angeles Capital Management
California
$748K -$163K -3,234 -18%
BFA
391
Beacon Financial Advisory
Ohio
$744K -$33.4K -661 -4%
LFAS
392
Level Four Advisory Services
Texas
$739K +$748K +14,815 New
SPC
393
Sigma Planning Corp
Michigan
$717K +$117K +2,324 +19%
TPW
394
Transatlantique Private Wealth
New York
$717K +$7.17K +142 +1%
CAM
395
Cresset Asset Management
Illinois
$704K -$92.5K -1,832 -10%
API
396
Advisor Partners II
California
$704K -$2.47K -49 -0.3%
TA
397
TFG Advisers
Michigan
$703K +$141K +2,793 +25%
AFM
398
Abbot Financial Management
Massachusetts
$700K -$90.9K -1,800 -11%
WFS
399
Widmann Financial Services
Maryland
$691K +$15.4K +305 +2%
NMERB
400
New Mexico Educational Retirement Board
New Mexico
$690K -$50.5K -1,000 -7%