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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
501
Berman Capital Advisors
Georgia
$18K
SCM
502
Silvant Capital Management
Georgia
$18K
PA
503
Procyon Advisors
Connecticut
$18K +$18.1K +552 New
WB
504
Webster Bank
Connecticut
$18K +$18.3K +557 New
BCWM
505
Bartlett & Co Wealth Management
Ohio
$17.7K
ZB
506
Zions Bancorporation
Utah
$17K -$2.46K -75 -12%
SWM
507
Sugarloaf Wealth Management
Georgia
$17K +$17.6K +536 New
CAC
508
Certified Advisory Corp
Florida
$16K -$112K -3,413 -87%
MPWT
509
MassMutual Private Wealth & Trust
Connecticut
$16K
TC
510
Trust Company
Kansas
$16K
KWM
511
Keebeck Wealth Management
Illinois
$16K +$16.4K +500 New
PG
512
Proffitt & Goodson
Tennessee
$15K -$74.6K -2,275 -83%
WT
513
Whittier Trust
California
$14K
CCM
514
Covington Capital Management
California
$14K +$4.92K +150 +50%
LC
515
Lindbrook Capital
California
$13K +$2.33K +71 +21%
BWM
516
Baystate Wealth Management
Massachusetts
$12K +$230 +7 +2%
Lazard Asset Management
517
Lazard Asset Management
New York
$12K +$13.1K +400 New
EIP
518
Ellis Investment Partners
Pennsylvania
$12K +$13.2K +403 New
TFGT
519
TS Financial Group (TSFG)
Illinois
$11K
BFC
520
Bedel Financial Consulting
Indiana
$11K +$11.5K +350 New
CHAM
521
Clear Harbor Asset Management
Connecticut
$10.6K +$10.9K +331 New
AWA
522
Arkadios Wealth Advisors
Georgia
$10K +$9.84K +300 New
ARMC
523
American Research & Management Company
Massachusetts
$10K
FCA
524
FinTrust Capital Advisors
South Carolina
$10K +$9.84K +300 New
OPS
525
Orion Portfolio Solutions
Nebraska
$10K +$10.5K +321 New