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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
426
Outlook Wealth Advisors
Texas
$551K +$9.89K +188 +2%
APG Asset Management
427
APG Asset Management
Netherlands
$550K -$337K -6,400 -35%
HI
428
Harbour Investments
Wisconsin
$548K +$592K +11,252 New
BCM
429
BTC Capital Management
Iowa
$535K – – –
CFGS
430
Concourse Financial Group Securities
Alabama
$534K +$49.2K +934 +9%
GLA
431
Great Lakes Advisors
Illinois
$533K +$576K +10,952 New
HAIM
432
Hunter Associates Investment Management
Pennsylvania
$531K +$363K +6,900 +173%
VF
433
Virtu Financial
New York
$520K +$195K +3,704 +53%
DT
434
Diversified Trust
Tennessee
$520K +$562K +10,679 New
USAA
435
United Services Automobile Association
Texas
$516K +$558K +10,601 New
TPWA
436
TRUE Private Wealth Advisors
Oregon
$514K -$5.21K -99 -0.9%
VC
437
Vicus Capital
Pennsylvania
$514K +$182K +3,456 +49%
IFG
438
Independent Financial Group
California
$509K -$30.2K -573 -5%
PAS
439
Park Avenue Securities
New York
$509K +$102K +1,934 +23%
AC
440
Allstate Corporation
Illinois
$509K +$550K +10,451 New
ARC
441
Advisor Resource Council
Texas
$508K +$240K +4,561 +78%
FA
442
FDx Advisors
Illinois
$502K +$158 +3 +0%
WAP
443
Wealthcare Advisory Partners
Pennsylvania
$500K -$48.3K -917 -8%
B
444
Bailard
California
$499K +$34.3K +651 +7%
IG
445
ING Group
Netherlands
$498K -$2.11M -40,084 -80%
CSPIA
446
Cary Street Partners Investment Advisory
Virginia
$496K +$536K +10,187 New
MA
447
Montag & Associates
Georgia
$495K -$28.9K -550 -5%
DFG
448
Demars Financial Group
Washington
$492K +$21.7K +413 +4%
PT
449
Plimoth Trust
Massachusetts
$491K – – –
CRI
450
Colonial River Investments
Virginia
$490K -$22.2K -421 -4%