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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
QI
501
Qtron Investments
Massachusetts
$805K +$76.2K +942 +12%
CCA
502
Checchi Capital Advisers
California
$793K -$20.2K -249 -3%
FIC
503
FCG Investment Company
Tennessee
$792K +$11.3K +140 +2%
HA
504
Herold Advisors
New York
$785K +$81 +1 +0%
LNWWM
505
Laird Norton Wetherby Wealth Management
California
$784K -$12.1K -149 -2%
FIM
506
Freedom Investment Management
Connecticut
$783K -$139K -1,712 -16%
HBT
507
Heartland Bank & Trust
Illinois
$778K +$5.5K +68 +0.8%
MFG
508
Merit Financial Group
Georgia
$772K -$3.24K -40 -0.5%
BBHC
509
Brown Brothers Harriman & Co
New York
$764K -$18.5K -228 -3%
EH
510
Equitable Holdings
New York
$762K -$8.58K -106 -1%
AUB
511
Atlantic Union Bankshares
Virginia
$755K
FFO
512
Fiduciary Family Office
Florida
$747K -$44.3K -547 -6%
AP
513
Atwood & Palmer
Missouri
$739K
CIA
514
Concurrent Investment Advisors
Florida
$732K +$321K +3,967 +94%
IAN
515
Integrated Advisors Network
Texas
$731K +$59.6K +737 +10%
MC
516
Mathes Company
New York
$730K -$146K -1,800 -18%
GAG
517
GM Advisory Group
New York
$723K +$27K +333 +4%
B
518
Bailard
California
$722K -$88.8K -1,097 -12%
FTDI
519
First Trust Direct Indexing
Massachusetts
$720K +$155K +1,919 +31%
OWA
520
Outlook Wealth Advisors
Texas
$717K -$9.79K -121 -1%
Squarepoint
521
Squarepoint
New York
$712K -$7.9M -97,581 -92%
SFA
522
Sequoia Financial Advisors
Ohio
$711K +$69.8K +862 +12%
AWA
523
Arete Wealth Advisors
Illinois
$708K +$639K +7,895 New
TGAM
524
TBH Global Asset Management
Tennessee
$702K +$65.5K +809 +12%
D.E. Shaw & Co
525
D.E. Shaw & Co
New York
$700K -$1.66M -20,485 -72%