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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
APA
401
American Portfolios Advisors
New York
$55.4K +$58.3K +1,468 New
ARMT
402
Amica Retiree Medical Trust
Rhode Island
$55K – – –
MIFH
403
Migdal Insurance & Financial Holdings
Israel
$51K +$15.3K +386 +40%
WPA
404
West Paces Advisors
Georgia
$45.7K – – –
SWM
405
SeaCrest Wealth Management
New York
$39K +$40.8K +1,029 New
ACM
406
AUA Capital Management
Pennsylvania
$38K – – –
EDRH
407
Edmond de Rothschild Holding
Switzerland
$38K – – –
GEA
408
Glen Eagle Advisors
New Jersey
$37.4K – – –
PG
409
PEAK6 Group
Illinois
$36K +$38.3K +966 New
HNB
410
Huntington National Bank
Ohio
$35K – – –
WAM
411
Wealthspire Advisors (Maryland)
Maryland
$33K +$6.87K +173 +25%
EA
412
Edge Advisors
Georgia
$32K – – –
GLI
413
Guardian Life Insurance
New York
$32K +$9.88K +249 +41%
GWM
414
Geneos Wealth Management
Colorado
$30K – – –
STA
415
Summit Trail Advisors
New York
$29K +$30.7K +774 New
VFA
416
Virtus Fund Advisers
Connecticut
$26K – – –
AWA
417
Acorn Wealth Advisors
Michigan
$26K +$28K +705 New
WTC
418
WhitTier Trust Company
Nevada
$25K – – –
ClearBridge Investments
419
ClearBridge Investments
New York
$23K – – –
QCG
420
Quadrant Capital Group
Ohio
$22K – – –
TFA
421
Toth Financial Advisory
Virginia
$22K +$23.1K +583 New
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$21.3K +$22.4K +564 New
CCM
423
Covington Capital Management
California
$21K +$3.97K +100 +22%
CPIG
424
Chicago Partners Investment Group
Illinois
$19K +$19.8K +500 New
IWP
425
Icon Wealth Partners
Texas
$19K +$19.8K +500 New