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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
526
Carson Wealth (CWM LLC)
Nebraska
$330K +$109K +2,086 +50%
IF
527
Intrua Financial
Texas
$328K -$8.91K -170 -3%
PPP
528
Private Portfolio Partners
New Jersey
$321K +$367 +7 +0.1%
SWM
529
SFG Wealth Management
Maryland
$321K -$52.2K -997 -14%
IAIM
530
International Assets Investment Management
Florida
$320K -$932K -17,778 -75%
GAG
531
GM Advisory Group
New York
$320K
FHA
532
Flagship Harbor Advisors
Massachusetts
$318K +$16.5K +315 +6%
GSIAS
533
Garden State Investment Advisory Services
New Jersey
$318K +$262 +5 +0.1%
ASC
534
Atalanta Sosnoff Capital
New York
$314K -$15K -287 -5%
SCM
535
Stevens Capital Management
Pennsylvania
$314K -$7.28K -139 -2%
AIMCA
536
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$312K +$309K +5,900 New
Two Sigma Investments
537
Two Sigma Investments
New York
$308K -$1.56M -29,832 -84%
GAM
538
Griffin Asset Management
New York
$307K +$996 +19 +0.3%
ISWM
539
Independent Solutions Wealth Management
New York
$304K +$105 +2 +0%
IAIM
540
Industrial Alliance Investment Management
Quebec, Canada
$299K +$296K +5,643 New
GSC
541
Grey Street Capital
Illinois
$295K +$292K +5,580 New
AMBIA
542
Allen Mooney & Barnes Investment Advisors
Georgia
$291K +$524 +10 +0.2%
HWM
543
HB Wealth Management
Georgia
$283K +$26.3K +501 +10%
WT
544
Washington Trust
Rhode Island
$282K -$3.67K -70 -1%
Jane Street
545
Jane Street
New York
$280K -$333K -6,364 -55%
TYCC
546
Texas Yale Capital Corp
Florida
$275K
AFG
547
Atomi Financial Group
New York
$275K +$272K +5,200 New
CT
548
Coastline Trust
Rhode Island
$275K
ESB
549
Essex Savings Bank
Connecticut
$273K
PFA
550
Pinnacle Family Advisors
Missouri
$273K +$1.62K +31 +0.6%