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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
401
Kestra Private Wealth Services
Texas
$1.15M +$1.03M +14,181 New
RBFC
402
Roman Butler Fullerton & Co
Missouri
$1.13M -$106K -1,462 -9%
RC
403
Reik & Co
New York
$1.13M -$14.5K -200 -1%
TSWM
404
Tyler-Stone Wealth Management
Ohio
$1.11M -$92.3K -1,275 -8%
GWMR
405
GC Wealth Management RIA
Massachusetts
$1.11M +$1M +13,826 New
IC
406
IEQ Capital
California
$1.11M +$443K +6,123 +80%
ISL
407
Ingalls & Snyder LLC
New York
$1.09M -$21K -290 -2%
MCM
408
McKinley Capital Management
Alaska
$1.09M +$985K +13,603 New
HG
409
Herbst Group
Connecticut
$1.08M -$7.24K -100 -0.7%
MLL
410
Moody Lynn & Lieberson
Massachusetts
$1.08M +$1.38K +19 +0.1%
WFS
411
Widmann Financial Services
Maryland
$1.08M -$17.7K -245 -2%
Schroder Investment Management Group
412
Schroder Investment Management Group
United Kingdom
$1.07M -$20.8K -287 -2%
RWA
413
Redhawk Wealth Advisors
Minnesota
$1.07M +$83.2K +1,150 +9%
CIM
414
Contravisory Investment Management
Massachusetts
$1.05M -$32K -442 -3%
CCA
415
Childress Capital Advisors
Texas
$1.04M -$188K -2,598 -17%
LOAMS
416
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.04M +$942K +13,015 New
EWA
417
EP Wealth Advisors
California
$1.04M -$64.9K -896 -6%
CAM
418
Creekmur Asset Management
Illinois
$1.04M -$9.05K -125 -1%
GM
419
GeoWealth Management
Illinois
$1.04M +$734K +10,138 +360%
LMIM
420
Lockheed Martin Investment Management
Maryland
$1.03M -$326K -4,500 -23%
HW
421
Hancock Whitney
Mississippi
$1.03M -$259K -3,577 -22%
WAP
422
Wealthcare Advisory Partners
Pennsylvania
$1.03M +$592K +8,184 +178%
LFAS
423
Level Four Advisory Services
Texas
$1.01M
WCM
424
WealthBridge Capital Management
Ohio
$1M +$69K +953 +8%
CGA
425
Crescent Grove Advisors
Illinois
$992K +$126K +1,737 +16%