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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
XT
501
XTX Topco
Cayman Islands
$261K +$258K +6,158 New
AFM
502
Abbot Financial Management
Massachusetts
$258K +$256K +6,100 New
GCP
503
GSA Capital Partners
United Kingdom
$256K +$254K +6,059 New
GT
504
Glenmede Trust
Pennsylvania
$249K +$18.2K +433 +8%
SEP
505
Southland Equity Partners
Missouri
$246K +$244K +5,820 New
FAIM
506
Financial Advocates Investment Management
Washington
$246K -$27.8K -663 -10%
PFGIA
507
Patriot Financial Group Insurance Agency
Massachusetts
$246K +$923 +22 +0.4%
KWM
508
Kingsview Wealth Management
Oregon
$245K +$241K +5,737 New
VCA
509
Verdence Capital Advisors
Maryland
$244K +$241K +5,755 New
PP
510
Paloma Partners
Connecticut
$241K +$239K +5,697 New
CANY
511
Caxton Associates (New York)
New York
$241K +$239K +5,699 New
LFAS
512
Level Four Advisory Services
Texas
$234K +$232K +5,537 New
NFG
513
Nations Financial Group
Iowa
$232K +$230K +5,482 New
JWCA
514
J.W. Cole Advisors
Florida
$231K +$229K +5,465 New
SW
515
SVB Wealth
Massachusetts
$230K -$476K -11,361 -68%
GC
516
Globeflex Capital
California
$230K – – –
IAIM
517
International Assets Investment Management
Florida
$229K -$257K -6,135 -53%
WT
518
Washington Trust
Rhode Island
$229K – – –
GLA
519
Good Life Advisors
Pennsylvania
$225K -$10.8K -257 -5%
CI Investments Inc
520
CI Investments Inc
Ontario, Canada
$222K +$83.6K +1,993 +61%
ESB
521
Essex Savings Bank
Connecticut
$221K +$214K +5,095 New
LW
522
Linscomb Wealth
Texas
$220K +$218K +5,192 New
E
523
Ergoteles
New York
$220K +$218K +5,193 New
MCA
524
Morris Capital Advisors
Pennsylvania
$220K +$218K +5,198 New
AMG
525
Advisors Management Group
Wisconsin
$220K +$218K +5,202 New