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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
401
Princeton Capital Management
New Jersey
$673K
WA
402
Winfield Associates
Ohio
$672K +$2.84K +60 +0.5%
KBC Group
403
KBC Group
Belgium
$667K -$2.03M -42,960 -77%
SPC
404
Sigma Planning Corp
Michigan
$667K -$6.38K -135 -1%
WFS
405
Widmann Financial Services
Maryland
$663K +$599K +12,674 New
HPC
406
HM Payson & Co
Maine
$642K
EFS
407
Essex Financial Services
Connecticut
$641K +$58.8K +1,245 +11%
AIC
408
Archer Investment Corporation
Indiana
$628K
CFA
409
Carroll Financial Associates
North Carolina
$622K +$11K +233 +2%
EI
410
Ethic Inc
New York
$618K +$118K +2,501 +27%
NWM
411
NEIRG Wealth Management
Massachusetts
$614K +$554K +11,726 New
PAM
412
Pegasus Asset Management
New York
$602K -$3.78K -80 -0.7%
PA
413
Profund Advisors
Maryland
$598K -$898K -18,993 -62%
DCM
414
Delta Capital Management
New Jersey
$597K +$8.04K +170 +2%
IF
415
IRON Financial
Illinois
$597K +$24.5K +519 +5%
TPWA
416
TRUE Private Wealth Advisors
Oregon
$595K +$95 +2 +0%
ACI
417
Alpha Cubed Investments
California
$587K
SS
418
Simplicity Solutions
Minnesota
$584K -$223K -4,717 -30%
RPCONE
419
Retirement Planning Company of New England
Rhode Island
$581K +$526K +11,119 New
CRI
420
Colonial River Investments
Virginia
$572K +$517K +10,934 New
PAM
421
Panagora Asset Management
Massachusetts
$567K -$437K -9,254 -46%
TPWM
422
Twelve Points Wealth Management
Massachusetts
$567K +$512K +10,833 New
ASFA
423
All Season Financial Advisors
Colorado
$565K -$77.1K -1,631 -13%
B
424
Bailard
California
$564K -$4.07K -86 -0.8%
FFA
425
Founders Financial Alliance
North Carolina
$563K +$28.9K +611 +6%