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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
376
Roman Butler Fullerton & Co
Missouri
$1.11M -$28.7K -458 -3%
CCA
377
Childress Capital Advisors
Texas
$1.09M -$185K -2,950 -16%
RFM
378
Royal Fund Management
Florida
$1.09M -$10.1K -161 -1%
CSPIA
379
Cary Street Partners Investment Advisory
Virginia
$1.08M +$45.9K +732 +5%
Walleye Trading
380
Walleye Trading
New York
$1.07M +$254K +4,046 +36%
BFA
381
Beacon Financial Advisory
Ohio
$1.06M +$1.63K +26 +0.2%
AAP
382
Arax Advisory Partners
Colorado
$1.06M -$120K -1,905 -11%
NMERB
383
New Mexico Educational Retirement Board
New Mexico
$1.06M
TSWM
384
Tyler-Stone Wealth Management
Ohio
$1.06M +$3.14K +50 +0.3%
Envestnet Portfolio Solutions
385
Envestnet Portfolio Solutions
Illinois
$1.06M +$143K +2,286 +18%
MGP
386
Metis Global Partners
California
$1.06M -$12.9K -206 -1%
I
387
INVST
Indiana
$1.04M -$6.71K -107 -0.7%
CTA
388
Chesley Taft & Associates
Illinois
$1.01M +$37.6K +600 +4%
LFAS
389
Level Four Advisory Services
Texas
$1.01M +$71.2K +1,135 +8%
TPCW
390
TD Private Client Wealth
New York
$1.01M -$2.86M -45,547 -76%
RC
391
Reik & Co
New York
$999K -$132K -2,100 -13%
UFF
392
USA Financial Formulas
Michigan
$993K +$890K +14,191 New
ACM
393
Adelante Capital Management
California
$983K +$460K +7,336 +109%
ISL
394
Ingalls & Snyder LLC
New York
$974K -$326K -5,190 -27%
EWA
395
EP Wealth Advisors
California
$971K -$97.6K -1,556 -10%
MC
396
Maverick Capital
Texas
$960K +$860K +13,712 New
WFS
397
Widmann Financial Services
Maryland
$959K -$11.3K -180 -1%
Schroder Investment Management Group
398
Schroder Investment Management Group
United Kingdom
$954K -$34.7K -553 -4%
HG
399
Herbst Group
Connecticut
$952K +$87.8K +1,400 +11%
CIM
400
Contravisory Investment Management
Massachusetts
$948K -$3.26K -52 -0.4%