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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
NW
476
Naviter Wealth
Arkansas
$438K +$63.2K +1,251 +17%
ECM
477
Everence Capital Management
Indiana
$432K +$438K +8,670 New
NAM
478
NorthCrest Asset Manangement
Minnesota
$419K -$1.38M -27,321 -76%
CBOR
479
Community Bank of Raymore
Missouri
$418K +$424K +8,390 New
ECM
480
Estabrook Capital Management
New York
$417K -$17.3K -343 -4%
PAG
481
Private Advisor Group
New Jersey
$417K +$578K +11,457 +15%
V
482
Veritable
Delaware
$413K +$59.2K +1,173 +17%
AP
483
Atwood & Palmer
Missouri
$411K – – –
IWM
484
IHT Wealth Management
Illinois
$410K +$60K +1,189 +17%
ACA
485
Atlas Capital Advisors
Wyoming
$407K -$48.6K -962 -11%
RWA
486
Redhawk Wealth Advisors
Minnesota
$407K -$135K -2,681 -25%
TDC
487
Thompson Davis & Co
Virginia
$399K – – –
OCPWS
488
One Charles Private Wealth Services
Massachusetts
$398K +$95.8K +1,898 +31%
GT
489
Glenmede Trust
Pennsylvania
$396K +$78.7K +1,559 +24%
LNWWM
490
Laird Norton Wetherby Wealth Management
California
$395K -$189K -3,751 -32%
CPCM
491
Cardinal Point Capital Management
Ontario, Canada
$394K +$394K +7,800 New
CPWMP
492
Cardinal Point Wealth Management Partners
California
$394K +$394K +7,800 New
Brown Advisory
493
Brown Advisory
Maryland
$393K +$52.7K +1,043 +15%
MHS
494
M Holdings Securities
Oregon
$391K +$909 +18 +0.2%
RJT
495
Raymond James Trust
Florida
$379K +$3.08K +61 +0.8%
IAN
496
Integrated Advisors Network
Texas
$379K +$34.5K +684 +10%
AWM
497
Ameliora Wealth Management
Switzerland
$379K -$227K -4,500 -37%
GT
498
Greenleaf Trust
Michigan
$372K +$37.5K +742 +11%
WAP
499
Wealthcare Advisory Partners
Pennsylvania
$368K -$129K -2,548 -26%
SWM
500
Sculati Wealth Management
Michigan
$366K -$609K -12,055 -62%