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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
SC
526
Sawyer & Company
Massachusetts
$59K – – –
SFS
527
Sowell Financial Services
Arkansas
$58K +$1.1K +33 +2%
PA
528
Parallel Advisors
California
$57K -$1.47K -44 -3%
FFC
529
First Financial Corp
Indiana
$56K – – –
ACA
530
Atlas Capital Advisors
Wyoming
$56K – – –
FHA
531
First Horizon Advisors
Tennessee
$53K – – –
EFSCE
532
Enterprise Financial Services Corp (EFSC)
Missouri
$53K +$769 +23 +2%
OSAM
533
O'Shaughnessy Asset Management
Connecticut
$48K +$37.8K +1,131 +661%
Lazard Asset Management
534
Lazard Asset Management
New York
$45K +$3.48K +104 +9%
JCM
535
Jacobi Capital Management
Pennsylvania
$43K +$100 +3 +0.3%
HFS
536
Hantz Financial Services
Michigan
$42K +$37.9K +1,133 New
AIL
537
AGF Investments LLC
Ontario, Canada
$41K – – –
T
538
TOBAM
France
$40K – – –
SWP
539
ShoreHaven Wealth Partners
New Jersey
$38K +$736 +22 +2%
GWSG
540
GPS Wealth Strategies Group
Colorado
$38K +$35K +1,048 New
CWP
541
Concord Wealth Partners
Virginia
$37K – – –
SN
542
Sittner & Nelson
Oregon
$37K – – –
MWP
543
Meridian Wealth Partners
Pennsylvania
$37K +$602 +18 +2%
Jones Financial Companies
544
Jones Financial Companies
Missouri
$37K +$33.4K +1,000 New
NSIM
545
North Star Investment Management
Illinois
$36K – – –
WT
546
Whittier Trust
California
$35K – – –
SIS
547
Sound Income Strategies
Florida
$31.1K +$10K +300 +56%
HR
548
Howe & Rusling
New York
$30K -$4.85K -145 -15%
TWM
549
Tradition Wealth Management
Minnesota
$30K +$602 +18 +2%
VFA
550
Valeo Financial Advisors
Indiana
$27K +$5.85K +175 +32%