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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
AFM
426
Abbot Financial Management
Massachusetts
$669K
WHG
427
Westwood Holdings Group
Texas
$666K
Walleye Trading
428
Walleye Trading
New York
$666K -$5.62K -92 -0.8%
HCM
429
Hodges Capital Management
Texas
$664K +$682K +11,162 New
BPWM
430
Badgley Phelps Wealth Managers
Washington
$661K +$78.9K +1,291 +13%
WSC
431
Wellington Shields & Co
New York
$656K +$153K +2,500 +29%
PT
432
Plimoth Trust
Massachusetts
$654K -$17.1K -280 -2%
HI
433
Harbour Investments
Wisconsin
$652K -$22.4K -367 -3%
VCP
434
Verus Capital Partners
Arizona
$648K +$101K +1,655 +18%
SIA
435
Strategic Investment Advisors
Michigan
$644K +$662K +10,840 New
OWA
436
Outlook Wealth Advisors
Texas
$644K +$14.1K +231 +2%
IFG
437
Independent Financial Group
California
$640K -$23.7K -388 -3%
HAIM
438
Hunter Associates Investment Management
Pennsylvania
$638K -$12.2K -200 -2%
BCA
439
Bay Colony Advisors
Massachusetts
$638K -$75.8K -1,241 -10%
OCPWS
440
One Charles Private Wealth Services
Massachusetts
$637K
KRSITF
441
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$628K +$6.11K +100 +1%
MCM
442
Monument Capital Management
Virginia
$628K -$76.4K -1,250 -11%
XT
443
XTX Topco
Cayman Islands
$626K +$643K +10,529 New
AIA
444
Armor Investment Advisors
North Carolina
$620K +$26.7K +437 +4%
APG Asset Management
445
APG Asset Management
Netherlands
$613K -$67.2K -1,100 -10%
CFGS
446
Concourse Financial Group Securities
Alabama
$605K -$33K -540 -5%
FFA
447
Founders Financial Alliance
North Carolina
$605K -$5.13K -84 -0.8%
RWA
448
Redhawk Wealth Advisors
Minnesota
$602K +$41.6K +680 +7%
HIP
449
HUB Investment Partners
Texas
$601K +$110K +1,801 +22%
Fayez Sarofim & Co
450
Fayez Sarofim & Co
Texas
$601K -$10.1K -165 -2%