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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
476
Teamwork Financial Advisors
Texas
$356K +$78K +1,544 +24%
SWM
477
SFG Wealth Management
Maryland
$354K +$151 +3 +0%
TDC
478
Thompson Davis & Co
Virginia
$352K
BSG
479
Black Swift Group
Colorado
$350K
VAS
480
Vestmark Advisory Solutions
Massachusetts
$349K +$16.6K +328 +4%
MHS
481
M Holdings Securities
Oregon
$344K -$4.29K -85 -1%
SSWM
482
Sheets Smith Wealth Management
North Carolina
$333K
RJT
483
Raymond James Trust
Florida
$331K -$2.88K -57 -0.8%
SC
484
Scotia Capital
Ontario, Canada
$329K -$284K -5,616 -43%
IC
485
IEQ Capital
California
$329K +$59.7K +1,182 +19%
AAM
486
Augustine Asset Management
Florida
$319K -$6.16K -122 -2%
TGAM
487
TBH Global Asset Management
Tennessee
$319K +$606 +12 +0.2%
NW
488
Naviter Wealth
Arkansas
$319K +$361K +7,153 New
ASFA
489
All Season Financial Advisors
Colorado
$317K +$14.6K +289 +4%
V
490
Veritable
Delaware
$312K +$20.7K +410 +6%
GKWIM
491
Gerber Kawasaki Wealth & Investment Management
California
$309K
IWM
492
IHT Wealth Management
Illinois
$309K +$147K +2,914 +71%
SWM
493
SeaCrest Wealth Management
New York
$308K -$37.8K -749 -10%
IRC
494
Investors Research Corp
Georgia
$306K
TAIM
495
TD Ameritrade Investment Management
Nebraska
$305K -$84.4K -1,671 -19%
BBVA
496
Banco Bilbao Vizcaya Argentaria
Spain
$305K -$5.3K -105 -1%
IAN
497
Integrated Advisors Network
Texas
$304K +$54.6K +1,081 +19%
VI
498
Vestcor Inc
New Brunswick, Canada
$301K -$1.52M -30,174 -82%
Brown Advisory
499
Brown Advisory
Maryland
$301K +$15.9K +315 +5%
UWPG
500
Ullmann Wealth Partners Group
Florida
$300K +$7.42K +147 +2%