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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
426
HM Payson & Co
Maine
$983K
SC
427
Savant Capital
Illinois
$972K +$9.41K +130 +1%
KA
428
Kintegral Advisory
New York
$970K -$2.68K -37 -0.3%
MCM
429
MAI Capital Management
Ohio
$967K -$43.9K -607 -5%
TF
430
Tompkins Financial
New York
$963K +$869K +12,000 New
APG Asset Management
431
APG Asset Management
Netherlands
$961K +$57.9K +800 +7%
EOJOAM
432
E. Ohman J:or Asset Management
Sweden
$959K
GAA
433
Guardian Asset Advisors
Pennsylvania
$958K +$27.9K +386 +3%
IFG
434
Independent Financial Group
California
$954K +$81.3K +1,123 +10%
PS
435
Principal Securities
Iowa
$944K +$41K +567 +5%
TPCW
436
TD Private Client Wealth
New York
$938K -$194K -2,674 -19%
MWPCG
437
Measured Wealth Private Client Group
New Hampshire
$931K
AIFAIM
438
American Institute for Advanced Investment Management
Arizona
$931K +$54.3K +750 +7%
PAM
439
Pegasus Asset Management
New York
$922K
SWM
440
Spire Wealth Management
Virginia
$921K +$115K +1,591 +16%
OC
441
Oppenheimer & Co
New York
$921K -$2.61K -36 -0.3%
JIP
442
Jaffetilchin Investment Partners
Florida
$917K +$8.83K +122 +1%
AWM
443
AE Wealth Management
Kansas
$914K -$2.92M -40,397 -78%
AFM
444
Abbot Financial Management
Massachusetts
$902K
FFN
445
Focus Financial Network
Minnesota
$902K +$877K +12,122 New
OCPWS
446
One Charles Private Wealth Services
Massachusetts
$901K -$17.5K -242 -2%
RPCONE
447
Retirement Planning Company of New England
Rhode Island
$900K -$17.6K -243 -2%
CIAS
448
Capital Investment Advisory Services
North Carolina
$895K -$2.97K -41 -0.4%
HI
449
Harbour Investments
Wisconsin
$894K -$2.61K -36 -0.3%
WS
450
Wedbush Securities
California
$894K +$251K +3,468 +45%