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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
V
476
Veritable
Delaware
$444K +$6.39K +122 +1%
AWA
477
Arete Wealth Advisors
Illinois
$444K +$71.4K +1,362 +19%
ECM
478
Estabrook Capital Management
New York
$443K – – –
O
479
Ossiam
France
$439K +$95.7K +1,827 +28%
OAM
480
Oppenheimer Asset Management
New York
$438K +$434K +8,277 New
IWM
481
IHT Wealth Management
Illinois
$437K +$1.83K +35 +0.4%
AP
482
Atwood & Palmer
Missouri
$437K – – –
GRP
483
Global Retirement Partners
California
$434K +$68.4K +1,306 +20%
ACA
484
Atlas Capital Advisors
Wyoming
$432K – – –
RJT
485
Raymond James Trust
Florida
$427K +$25.1K +479 +6%
Brown Advisory
486
Brown Advisory
Maryland
$424K +$7.76K +148 +2%
TDC
487
Thompson Davis & Co
Virginia
$423K – – –
TC
488
TownSquare Capital
Utah
$417K -$77K -1,469 -16%
BHPW
489
Beverly Hills Private Wealth
California
$416K +$178K +3,399 +76%
MHS
490
M Holdings Securities
Oregon
$410K -$4.72K -90 -1%
SC
491
Scotia Capital
Ontario, Canada
$409K -$56K -1,069 -12%
GT
492
Glenmede Trust
Pennsylvania
$408K -$12.1K -231 -3%
IAN
493
Integrated Advisors Network
Texas
$401K -$996 -19 -0.2%
Balyasny Asset Management
494
Balyasny Asset Management
Illinois
$396K -$896K -17,103 -70%
RWA
495
Redhawk Wealth Advisors
Minnesota
$395K -$36.4K -695 -9%
SWM
496
SeaCrest Wealth Management
New York
$394K +$40.8K +778 +12%
GT
497
Greenleaf Trust
Michigan
$394K -$681 -13 -0.2%
AAM
498
Augustine Asset Management
Florida
$392K +$13.2K +251 +4%
LP
499
LMR Partners
United Kingdom
$388K -$1.56M -29,849 -80%
VAS
500
Vestmark Advisory Solutions
Massachusetts
$387K +$34K +649 +10%