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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
426
Independent Financial Group
California
$484K +$27.8K +550 +5%
Cerity Partners
427
Cerity Partners
New York
$477K -$55.1K -1,092 -9%
HAIM
428
Hunter Associates Investment Management
Pennsylvania
$477K
RWA
429
Redhawk Wealth Advisors
Minnesota
$477K +$88.2K +1,747 +19%
APW
430
Atlantic Private Wealth
North Carolina
$477K +$548K +10,852 New
NMIMC
431
Northwestern Mutual Investment Management Company
Wisconsin
$475K -$41.3K -817 -7%
AIA
432
Armor Investment Advisors
North Carolina
$471K -$44.2K -875 -8%
USAA
433
United Services Automobile Association
Texas
$466K
TPWA
434
TRUE Private Wealth Advisors
Oregon
$464K +$101 +2 +0%
AIFAIM
435
American Institute for Advanced Investment Management
Arizona
$464K +$533K +10,555 New
SBH
436
Segall Bryant & Hamill
Illinois
$459K +$124K +2,454 +31%
PRC
437
Pearl River Capital
Michigan
$459K +$527K +10,445 New
KRSITF
438
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$458K +$24.7K +490 +5%
RIA
439
Realta Investment Advisors
Delaware
$457K +$23.4K +463 +5%
Assenagon Asset Management
440
Assenagon Asset Management
Luxembourg
$447K +$513K +10,167 New
PT
441
Plimoth Trust
Massachusetts
$443K
MA
442
Montag & Associates
Georgia
$441K -$7.52K -149 -1%
DFG
443
Demars Financial Group
Washington
$440K -$5.05K -100 -1%
PI
444
PEAK6 Investments
Illinois
$440K +$210K +4,155 +71%
FA
445
FDx Advisors
Illinois
$438K -$16.8K -333 -3%
RA
446
Rational Advisors
New York
$438K +$503K +9,966 New
WAP
447
Wealthcare Advisory Partners
Pennsylvania
$437K -$17.3K -343 -3%
Lazard Asset Management
448
Lazard Asset Management
New York
$436K -$6.11K -121 -1%
PAS
449
Park Avenue Securities
New York
$434K -$29.3K -581 -6%
AUB
450
Atlantic Union Bankshares
Virginia
$431K -$7.37K -146 -1%