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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
501
BerganKDV Wealth Management
Minnesota
$4K -$2.88K -95 -35%
PFBT
502
Parkside Financial Bank & Trust
Missouri
$4K -$151 -5 -3%
First Manhattan
503
First Manhattan
New York
$4K – – –
KTC
504
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
RDWM
505
Red Door Wealth Management
Tennessee
$4K +$5.42K +179 New
CHA
506
Carmichael Hill & Associates
Maryland
$3K – – –
DOA
507
D'Orazio & Associates
Virginia
$3K – – –
EARNEST Partners
508
EARNEST Partners
Georgia
$3K – – –
ST
509
Smithfield Trust
Pennsylvania
$3K – – –
BEI
510
Benjamin Edwards Inc
Missouri
$3K +$61 +2 +2%
LSA
511
Lion Street Advisors
Texas
$3K +$3.54K +117 New
HI
512
Hudock Inc
Pennsylvania
$2K – – –
WEC
513
Winslow Evans & Crocker
Massachusetts
$2K – – –
IA
514
IndexIQ Advisors
New York
$2K +$121 +4 +4%
ABC
515
Associated Banc-Corp
Wisconsin
$2K +$1.94K +64 New
WLPWM
516
Walled Lake Planning & Wealth Management
Illinois
$2K +$2.33K +77 New
FDCDDQ
517
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.5K – – –
SWA
518
Sutton Wealth Advisors
Florida
$1.45K +$605 +20 +49%
EW
519
Evoke Wealth
California
$1.07K -$1.79K -59 -57%
VFA
520
Valeo Financial Advisors
Indiana
$1K -$30.3K -1,000 -96%
TFGT
521
TS Financial Group (TSFG)
Illinois
$1K -$10.6K -350 Closed
TFO
522
Tarbox Family Office
California
$1K -$454 -15 -26%
GI
523
Gradient Investments
Minnesota
$1K – – –
LWM
524
Liberty Wealth Management
California
$1K – – –
SQA
525
Simon Quick Advisors
New Jersey
$1K +$847 +28 +80%