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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
FG
501
Fiduciary Group
Georgia
$412K
SWM
502
SeaCrest Wealth Management
New York
$409K -$13K -238 -3%
GT
503
Glenmede Trust
Pennsylvania
$408K
HVIA
504
Hudson Valley Investment Advisors
New York
$406K
KWM
505
Kingsview Wealth Management
Oregon
$404K -$1.97K -36 -0.5%
GT
506
Greenleaf Trust
Michigan
$403K -$18.7K -342 -5%
GKWIM
507
Gerber Kawasaki Wealth & Investment Management
California
$403K
UWPG
508
Ullmann Wealth Partners Group
Florida
$402K +$4.49K +82 +1%
IC
509
IEQ Capital
California
$396K -$93.1K -1,700 -20%
IRC
510
Investors Research Corp
Georgia
$395K
FIA
511
Foundations Investment Advisors
Arizona
$394K +$118K +2,164 +45%
SSWM
512
Sheets Smith Wealth Management
North Carolina
$392K
SWM
513
Sculati Wealth Management
Michigan
$386K
OSAM
514
O'Shaughnessy Asset Management
Connecticut
$386K +$20.9K +381 +6%
CCM
515
Coldstream Capital Management
Washington
$380K +$5.25K +96 +1%
EGA
516
E&G Advisors
Texas
$376K
Marshall Wace
517
Marshall Wace
United Kingdom
$375K -$145K -2,657 -29%
DA
518
DCM Advisors
New York
$374K +$361K +6,586 New
AGA
519
Accuvest Global Advisors
Utah
$368K
BAMF
520
BI Asset Management Fondsmaeglerselskab
Denmark
$368K +$168K +3,071 +90%
CF
521
Centaurus Financial
California
$367K -$15.5K -283 -4%
BCV
522
Banque Cantonale Vaudoise
Switzerland
$367K
FHA
523
Flagship Harbor Advisors
Massachusetts
$363K +$20.6K +377 +6%
DI
524
DFPG Investments
Utah
$359K +$51.8K +947 +20%
KFA
525
Kapstone Financial Advisors
Ohio
$358K +$317K +5,788 New