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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
476
IHT Wealth Management
Illinois
$523K +$2.14K +35 +0.4%
GRP
477
Global Retirement Partners
California
$523K -$2.93K -48 -0.5%
BBHC
478
Brown Brothers Harriman & Co
New York
$521K +$241K +3,940 +82%
HA
479
Herold Advisors
New York
$520K +$61 +1 +0%
AIM
480
Aigen Investment Management
New York
$520K +$534K +8,744 New
MS
481
Madden Securities
Texas
$519K
RJT
482
Raymond James Trust
Florida
$514K +$51.5K +843 +11%
DILIC
483
Dai-ichi Life Insurance Company
Japan
$510K
HBT
484
Heartland Bank & Trust
Illinois
$509K +$917 +15 +0.2%
WS
485
Wedbush Securities
California
$499K -$46.1K -754 -8%
OAM
486
Oppenheimer Asset Management
New York
$494K -$248K -4,053 -33%
UWPG
487
Ullmann Wealth Partners Group
Florida
$494K +$74.9K +1,226 +17%
AP
488
Atwood & Palmer
Missouri
$490K
I
489
InceptionR
California
$488K +$502K +8,209 New
GCA
490
Genesee Capital Advisors
New York
$484K +$497K +8,133 New
ACA
491
Atlas Capital Advisors
Wyoming
$483K -$2.57K -42 -0.5%
BHPW
492
Beverly Hills Private Wealth
California
$476K -$506K -8,275 -51%
TDC
493
Thompson Davis & Co
Virginia
$476K
Squarepoint
494
Squarepoint
New York
$471K -$199K -3,253 -29%
IAN
495
Integrated Advisors Network
Texas
$470K +$15.8K +258 +3%
OSAM
496
O'Shaughnessy Asset Management
Connecticut
$462K +$59.8K +979 +14%
Bessemer Group
497
Bessemer Group
New Jersey
$462K +$6.36K +104 +1%
BCV
498
Banque Cantonale Vaudoise
Switzerland
$461K +$78.8K +1,290 +20%
GAG
499
GM Advisory Group
New York
$460K -$205K -3,353 -30%
SPC
500
Sigma Planning Corp
Michigan
$445K -$59.8K -979 -12%