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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
Axxcess Wealth Management
California
$1.57M +$168K +1,566 +13%
SWM
427
Spire Wealth Management
Virginia
$1.55M +$248K +2,319 +22%
CGA
428
Crescent Grove Advisors
Illinois
$1.54M +$61.1K +571 +5%
MCM
429
MAI Capital Management
Ohio
$1.53M -$100K -937 -7%
WCM
430
WealthBridge Capital Management
Ohio
$1.53M +$32.6K +305 +2%
CFGS
431
Concourse Financial Group Securities
Alabama
$1.51M +$21.5K +201 +2%
CSPIA
432
Cary Street Partners Investment Advisory
Virginia
$1.51M -$50.7K -474 -4%
PFA
433
Pathway Financial Advisers
Indiana
$1.51M -$304K -2,841 -18%
PS
434
Principal Securities
Iowa
$1.51M +$42.4K +396 +3%
KA
435
Kintegral Advisory
New York
$1.5M -$17.5K -164 -1%
Brown Advisory
436
Brown Advisory
Maryland
$1.49M +$170K +1,590 +14%
WAP
437
Wealthcare Advisory Partners
Pennsylvania
$1.48M +$22.8K +213 +2%
NIM
438
NEOS Investment Management
Connecticut
$1.46M +$261K +2,436 +25%
KIG
439
Kessler Investment Group
Indiana
$1.46M -$5.13K -48 -0.4%
HPC
440
HM Payson & Co
Maine
$1.46M
DT
441
Diversified Trust
Tennessee
$1.45M +$778K +7,270 +148%
EOJOAM
442
E. Ohman J:or Asset Management
Sweden
$1.44M -$118K -1,100 -8%
IWM
443
IHT Wealth Management
Illinois
$1.44M +$265K +2,479 +26%
SBH
444
Segall Bryant & Hamill
Illinois
$1.43M +$1.28M +12,009 New
FLPIM
445
F.L. Putnam Investment Management
Massachusetts
$1.41M +$95.3K +891 +8%
FFN
446
Focus Financial Network
Minnesota
$1.41M +$3.42K +32 +0.3%
IBOK
447
Independence Bank of Kentucky
Kentucky
$1.4M +$1.17M +10,905 +1,205%
DCM
448
Delta Capital Management
New Jersey
$1.4M
GAA
449
Guardian Asset Advisors
Pennsylvania
$1.4M -$17.9K -167 -1%
HW
450
Hancock Whitney
Mississippi
$1.39M -$214 -2 -0%