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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
476
Pathway Financial Advisers
Indiana
$893K -$216K -2,245 -18%
PT
477
Plimoth Trust
Massachusetts
$889K
LFAS
478
Level Four Advisory Services
Texas
$888K -$2.02K -21 -0.2%
TC
479
TownSquare Capital
Utah
$869K -$22.6K -235 -2%
SGAM
480
Smith Group Asset Management
Texas
$860K
Federated Hermes
481
Federated Hermes
Pennsylvania
$856K -$3.29M -34,107 -77%
MA
482
Montag & Associates
Georgia
$855K
SW
483
SVB Wealth
Massachusetts
$850K -$96.2K -998 -9%
HWM
484
HB Wealth Management
Georgia
$837K +$177K +1,832 +23%
BIA
485
Beacon Investment Advisors
Maryland
$834K +$18.4K +191 +2%
VCP
486
Verus Capital Partners
Arizona
$833K -$17.1K -177 -2%
DC
487
Davenport & Co
Virginia
$832K -$1.52M -15,796 -62%
P
488
&Partners
Tennessee
$827K +$15.6K +162 +2%
HBT
489
Heartland Bank & Trust
Illinois
$817K +$130K +1,353 +17%
Envestnet Portfolio Solutions
490
Envestnet Portfolio Solutions
Illinois
$810K -$329K -3,415 -27%
IFG
491
Independent Financial Group
California
$807K -$613K -6,359 -40%
NMIMC
492
Northwestern Mutual Investment Management Company
Wisconsin
$804K +$2.41K +25 +0.3%
SSWM
493
Strait & Sound Wealth Management
California
$792K +$8.29K +86 +0.9%
VA
494
Vident Advisory
Georgia
$792K +$471K +4,887 +113%
HI
495
Harbour Investments
Wisconsin
$790K -$195K -2,024 -18%
UWPG
496
Ullmann Wealth Partners Group
Florida
$789K +$4.82K +50 +0.5%
CIAS
497
Capital Investment Advisory Services
North Carolina
$781K +$77.1K +800 +10%
FFA
498
Founders Financial Alliance
North Carolina
$777K +$2.12K +22 +0.2%
MCM
499
MAI Capital Management
Ohio
$774K -$373K -3,872 -30%
OC
500
Oppenheimer & Co
New York
$772K -$387K -4,012 -31%