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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
AP
476
Atwood & Palmer
Missouri
$969K +$113K +1,195 +14%
NMIMC
477
Northwestern Mutual Investment Management Company
Wisconsin
$965K +$6.6K +70 +0.7%
IFG
478
Independent Financial Group
California
$956K -$5.47K -58 -0.6%
AIFAIM
479
American Institute for Advanced Investment Management
Arizona
$948K -$153K -1,625 -15%
UWPG
480
Ullmann Wealth Partners Group
Florida
$948K +$6.69K +71 +0.8%
AWS
481
Atria Wealth Solutions
New York
$945K -$1.91M -20,212 -69%
HI
482
Harbour Investments
Wisconsin
$941K -$94 -1 -0%
OC
483
Oppenheimer & Co
New York
$940K +$17.5K +186 +2%
CIAS
484
Capital Investment Advisory Services
North Carolina
$932K +$471 +5 +0.1%
SC
485
Savant Capital
Illinois
$917K +$21.8K +231 +3%
GCA
486
Genesee Capital Advisors
New York
$917K +$53.2K +564 +7%
FFA
487
Founders Financial Alliance
North Carolina
$916K -$9.33K -99 -1%
AUB
488
Atlantic Union Bankshares
Virginia
$915K +$85.7K +909 +11%
MCM
489
MAI Capital Management
Ohio
$908K -$13.5K -143 -2%
TSS
490
Two Sigma Securities
New York
$902K +$829K +8,798 New
HA
491
Herold Advisors
New York
$898K +$94 +1 +0%
Capstone Investment Advisors
492
Capstone Investment Advisors
New York
$886K +$10.6K +112 +1%
GWMR
493
GC Wealth Management RIA
Massachusetts
$882K +$176K +1,864 +28%
Bessemer Group
494
Bessemer Group
New Jersey
$877K -$556K -5,896 -41%
FFWM
495
Future Financial Wealth Management
Ohio
$864K +$377 +4 +0%
Carson Wealth (CWM LLC)
496
Carson Wealth (CWM LLC)
Nebraska
$863K +$172K +1,820 +28%
WIA
497
World Investment Advisors
California
$863K +$276K +2,927 +53%
CRI
498
Colonial River Investments
Virginia
$861K -$9.24K -98 -1%
CCA
499
Checchi Capital Advisers
California
$859K -$46.5K -493 -6%
VSQM
500
V-Square Quantitative Management
Illinois
$859K +$43.1K +457 +6%