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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
376
Formidable Asset Management
Ohio
$829K -$33.5K -640 -4%
MWPCG
377
Measured Wealth Private Client Group
New Hampshire
$829K – – –
EOJOAM
378
E. Ohman J:or Asset Management
Sweden
$823K +$189K +3,600 +30%
NA
379
NewEdge Advisors
Louisiana
$800K -$795K -15,166 -50%
BFA
380
Beacon Financial Advisory
Ohio
$791K +$786 +15 +0.1%
CIAS
381
Capital Investment Advisory Services
North Carolina
$789K -$35.6K -680 -4%
Wolverine Trading
382
Wolverine Trading
Illinois
$787K +$442K +8,426 +124%
AIP
383
Ahrens Investment Partners
Louisiana
$782K -$129K -2,470 -14%
DEA
384
DoubleLine ETF Adviser
Florida
$775K +$90.8K +1,733 +13%
SPC
385
Sigma Planning Corp
Michigan
$764K +$2.78K +53 +0.4%
TPW
386
Transatlantique Private Wealth
New York
$760K -$629 -12 -0.1%
CAM
387
Columbia Asset Management
Michigan
$754K -$67.8K -1,293 -8%
CWM
388
C2C Wealth Management
Arizona
$742K +$717K +13,690 New
Vanguard Personalized Indexing Management
389
Vanguard Personalized Indexing Management
California
$727K -$510K -9,734 -41%
WFS
390
Widmann Financial Services
Maryland
$723K -$10.5K -200 -1%
API
391
Advisor Partners II
California
$720K -$26.5K -505 -4%
PFO
392
Pathstone Family Office
New Jersey
$712K -$476K -9,074 -41%
NMERB
393
New Mexico Educational Retirement Board
New Mexico
$711K -$21K -400 -3%
CIM
394
Contravisory Investment Management
Massachusetts
$710K +$12.6K +240 +2%
CIM
395
Centersquare Investment Management
Pennsylvania
$706K +$699K +13,337 New
BCA
396
Bay Colony Advisors
Massachusetts
$692K -$15.8K -302 -2%
PCM
397
Princeton Capital Management
New Jersey
$692K – – –
CAG
398
Csenge Advisory Group
Florida
$691K -$15.8K -301 -2%
NW
399
NewEdge Wealth
Pennsylvania
$687K +$399K +7,622 +142%
FFN
400
Focus Financial Network
Minnesota
$686K +$26K +497 +4%