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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
GAG
526
GM Advisory Group
New York
$266K -$2.73K -54 -0.9%
PWP
527
Principle Wealth Partners
Connecticut
$266K – – –
KACA
528
Kayne Anderson Capital Advisors
California
$264K – – –
AMBIA
529
Allen Mooney & Barnes Investment Advisors
Georgia
$263K +$505 +10 +0.2%
DT
530
Diversified Trust
Tennessee
$261K -$239K -4,734 -44%
VCA
531
Verdence Capital Advisors
Maryland
$261K +$656 +13 +0.2%
HNWAG
532
High Net Worth Advisory Group
Florida
$259K – – –
APA
533
American Portfolios Advisors
New York
$256K -$20.9K -414 -7%
EVM
534
Evelyn V. Moreno
$254K +$59.4K +1,176 +26%
FHA
535
Flagship Harbor Advisors
Massachusetts
$253K +$5.86K +116 +2%
ISWM
536
Independent Solutions Wealth Management
New York
$253K +$290K +5,745 New
PA
537
Profund Advisors
Maryland
$252K -$37.8K -749 -12%
Bessemer Group
538
Bessemer Group
New Jersey
$251K -$90.3K -1,789 -24%
BMSSC
539
B. Metzler seel. Sohn & Co
Germany
$248K – – –
CF
540
Centaurus Financial
California
$247K +$11.6K +230 +4%
Koshinski Asset Management
541
Koshinski Asset Management
Illinois
$247K +$40.9K +810 +17%
SS
542
Sunbelt Securities
Texas
$244K +$280K +5,550 New
NW
543
NewEdge Wealth
Pennsylvania
$243K +$279K +5,533 New
ACM
544
Advisors Capital Management
New Jersey
$239K -$4.85K -96 -2%
KWM
545
Kingsview Wealth Management
Oregon
$238K -$2.12K -42 -0.8%
DMBA
546
Deseret Mutual Benefit Administrators
Utah
$238K -$1.56K -31 -0.6%
WT
547
Washington Trust
Rhode Island
$237K – – –
AWM
548
Apollon Wealth Management
South Carolina
$234K +$39K +773 +17%
MCA
549
MSH Capital Advisors
Arizona
$233K +$1.62K +32 +0.6%
MS
550
Maven Securities
Jersey
$230K +$265K +5,241 New