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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
CG
426
Cutler Group
California
$62K -$19.1K -542 -24%
ASN
427
Advisory Services Network
Georgia
$59K -$686K -19,433 -92%
BAM
428
Bruderman Asset Management
New York
$59K +$58.3K +1,650 New
CAGAS
429
Capital Advisory Group Advisory Services
Minnesota
$57K
CFGS
430
Concourse Financial Group Securities
Alabama
$57K +$6.61K +187 +13%
TAM
431
Tiverton Asset Management
Delaware
$55K
PI
432
PineBridge Investments
New York
$54K -$74.9K -2,120 -58%
ACA
433
Atlas Capital Advisors
Wyoming
$53.6K
TSW
434
Thompson Siegel & Walmsley
Virginia
$53K -$70.3M -1,989,525 -100%
FFC
435
First Financial Corp
Indiana
$53K
DWM
436
Destination Wealth Management
California
$52K
ARMC
437
American Research & Management Company
Massachusetts
$46K +$35.3K +1,000 +325%
APA
438
American Portfolios Advisors
New York
$44.8K -$53.3K -1,509 -54%
PCG
439
Private Capital Group
Connecticut
$44K +$20.2K +571 +85%
BWP
440
Baldwin Wealth Partners
Massachusetts
$44K +$43.4K +1,229 New
RE
441
RBC Europe
United Kingdom
$41.6K
AA
442
Advisory Alpha
Michigan
$41.2K +$46.9K +1,329 New
JCM
443
Jacobi Capital Management
Pennsylvania
$39K +$7.31K +207 +23%
TA
444
Thor Advisors
New York
$38K +$38.3K +1,083 New
VanEck Associates
445
VanEck Associates
New York
$37K +$283 +8 +0.8%
AIL
446
AGF Investments LLC
Ontario, Canada
$37K +$34.9K +987 +1,567%
SBA
447
Secrest Blakey & Associates
North Carolina
$37K +$36K +1,018 New
EWM
448
Executive Wealth Management
Michigan
$36K +$17.6K +499 +97%
BBNA
449
Bremer Bank National Association
Minnesota
$36K +$38.9K +1,100 New
IA
450
IFP Advisors
Florida
$35K -$294K -8,312 -90%