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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
1W
526
1776 Wealth
Georgia
$10K +$10.7K +325 New
WQ
527
Wealth Quarterback
New Jersey
$9.04K +$9.31K +284 New
FWM
528
Focused Wealth Management
New York
$9K – – –
IFAM
529
Institutional & Family Asset Management
Colorado
$9K – – –
BWM
530
BerganKDV Wealth Management
Minnesota
$9K +$164 +5 +2%
FANJ
531
Financial Architects (New Jersey)
New Jersey
$9K +$3.38K +103 +57%
GAM
532
Gemmer Asset Management
California
$8K -$9.84K -300 -56%
IRC
533
Investors Research Corp
Georgia
$8K – – –
SIS
534
Sound Income Strategies
Florida
$8K +$8.2K +250 New
TI
535
tru Independence
Oregon
$8K +$11.3K +345 New
EFSCE
536
Enterprise Financial Services Corp (EFSC)
Missouri
$7K -$8.92K -272 -57%
LS
537
Leelyn Smith
Illinois
$7K +$7.34K +224 New
CFG
538
Citizens Financial Group
Rhode Island
$6K -$3.41K -104 -35%
EWM
539
Edge Wealth Management
New York
$6K – – –
First Manhattan
540
First Manhattan
New York
$6K – – –
PFBT
541
Parkside Financial Bank & Trust
Missouri
$6K +$2.03K +62 +56%
PW
542
Price Wealth
Texas
$6K +$5.93K +181 New
ST
543
Smithfield Trust
Pennsylvania
$5K – – –
WAP
544
Wealthcare Advisory Partners
Pennsylvania
$5K +$66 +2 +1%
CHA
545
Carmichael Hill & Associates
Maryland
$5K +$4.69K +143 New
EARNEST Partners
546
EARNEST Partners
Georgia
$4K – – –
KTC
547
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
WEC
548
Winslow Evans & Crocker
Massachusetts
$4K – – –
FMII
549
Farmers & Merchants Investments Inc
Nebraska
$4K +$230 +7 +5%
BWA
550
BDO Wealth Advisors
Florida
$4K +$4.49K +137 New