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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
401
Raffa Wealth Management
District of Columbia
$70.1K +$68K +2,165 New
RCAG
402
Rehmann Capital Advisory Group
Michigan
$66.7K -$534 -17 -0.8%
RE
403
RBC Europe
United Kingdom
$66.5K +$11K +350 +21%
VCM
404
Vigilant Capital Management
Maine
$66K – – –
NFG
405
Next Financial Group
Texas
$65K – – –
FHA
406
First Horizon Advisors
Tennessee
$65K +$62.8K +2,000 New
PFGIA
407
Patriot Financial Group Insurance Agency
Massachusetts
$64K -$78.3K -2,494 -56%
O
408
Ossiam
France
$62K -$289K -9,187 -83%
SPIA
409
Steward Partners Investment Advisory
New York
$62K -$377 -12 -0.6%
CIA
410
CSat Investment Advisory
Michigan
$56K -$942 -30 -2%
OAM
411
Oppenheimer Asset Management
New York
$55K -$452K -14,380 -89%
BC
412
Barnett & Company
Tennessee
$55K – – –
CAGAS
413
Capital Advisory Group Advisory Services
Minnesota
$53K – – –
ASN
414
Advisory Services Network
Georgia
$52K – – –
PI
415
PineBridge Investments
New York
$50K – – –
ACA
416
Atlas Capital Advisors
Wyoming
$49K – – –
FFC
417
First Financial Corp
Indiana
$49K – – –
AIL
418
AGF Investments LLC
Ontario, Canada
$49K +$5.28K +168 +13%
VanEck Associates
419
VanEck Associates
New York
$46K +$6.97K +222 +19%
AA
420
Advisory Alpha
Michigan
$45.6K +$45.1K +1,435 New
JCM
421
Jacobi Capital Management
Pennsylvania
$45K +$2.17K +69 +5%
Bessemer Group
422
Bessemer Group
New Jersey
$45K +$25.6K +816 +143%
S
423
SignatureFD
Georgia
$45K +$36.3K +1,156 +503%
TFA
424
Toth Financial Advisory
Virginia
$45K +$40.2K +1,279 +1,279%
FHA
425
Flagship Harbor Advisors
Massachusetts
$41K +$20K +638 +100%