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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
401
Aevitas Wealth Management
Massachusetts
$153K +$1.8K +51 +1%
Victory Capital Management
402
Victory Capital Management
Texas
$149K -$883 -25 -0.6%
GRP
403
Global Retirement Partners
California
$145K +$30.4K +860 +27%
MERSOM
404
Municipal Employees' Retirement System of Michigan
Michigan
$137K -$135K -3,830 -50%
Macquarie Group
405
Macquarie Group
Australia
$135K
CI
406
CX Institutional
Indiana
$126K +$125K +3,544 New
CAC
407
Certified Advisory Corp
Florida
$121K
PFGIA
408
Patriot Financial Group Insurance Agency
Massachusetts
$117K +$10.6K +300 +10%
SWM
409
SeaCrest Wealth Management
New York
$115K +$10.6K +300 +10%
RWM
410
Raffa Wealth Management
District of Columbia
$112K +$37.8K +1,071 +51%
PG
411
Proffitt & Goodson
Tennessee
$95K +$95K +2,690 New
TCOV
412
Trust Company of Vermont
Vermont
$94K +$91K +2,575 +3,433%
Bessemer Group
413
Bessemer Group
New Jersey
$89K +$27.9K +789 +46%
LS
414
Livforsakringsbolaget Skandia
Sweden
$87K
PA
415
Parallel Advisors
California
$85K +$80.1K +2,267 +1,619%
FQ
416
First Quadrant
California
$83K +$82.8K +2,344 New
Carson Wealth (CWM LLC)
417
Carson Wealth (CWM LLC)
Nebraska
$82K +$68.3K +1,934 New
GEA
418
Glen Eagle Advisors
New Jersey
$80.3K +$10.9K +310 +16%
TI
419
Truehand Inc
New Hampshire
$79K
KPCM
420
Kings Point Capital Management
New York
$78K
GWM
421
Geneos Wealth Management
Colorado
$78K +$48.1K +1,363 +158%
Northwestern Mutual Wealth Management
422
Northwestern Mutual Wealth Management
Wisconsin
$75K -$14.1K -400 -16%
VCM
423
Vigilant Capital Management
Maine
$72K
RCAG
424
Rehmann Capital Advisory Group
Michigan
$71K -$4.2K -119 -6%
YWP
425
YorkBridge Wealth Partners
New York
$65K