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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
SEP
526
Southland Equity Partners
Missouri
$331K -$2.83K -54 -0.9%
PWP
527
Principle Wealth Partners
Connecticut
$330K +$10.2K +195 +3%
Carson Wealth (CWM LLC)
528
Carson Wealth (CWM LLC)
Nebraska
$330K +$109K +2,086 +50%
IF
529
Intrua Financial
Texas
$328K -$8.91K -170 -3%
PPP
530
Private Portfolio Partners
New Jersey
$321K +$367 +7 +0.1%
SWM
531
SFG Wealth Management
Maryland
$321K -$52.2K -997 -14%
IAIM
532
International Assets Investment Management
Florida
$320K -$932K -17,778 -75%
GAG
533
GM Advisory Group
New York
$320K – – –
FHA
534
Flagship Harbor Advisors
Massachusetts
$318K +$16.5K +315 +6%
GSIAS
535
Garden State Investment Advisory Services
New Jersey
$318K +$262 +5 +0.1%
ASC
536
Atalanta Sosnoff Capital
New York
$314K -$15K -287 -5%
SCM
537
Stevens Capital Management
Pennsylvania
$314K -$7.28K -139 -2%
AIMCA
538
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$312K +$309K +5,900 New
Two Sigma Investments
539
Two Sigma Investments
New York
$308K -$1.56M -29,832 -84%
GAM
540
Griffin Asset Management
New York
$307K +$996 +19 +0.3%
ISWM
541
Independent Solutions Wealth Management
New York
$304K +$105 +2 +0%
IAIM
542
Industrial Alliance Investment Management
Quebec, Canada
$299K +$296K +5,643 New
GSC
543
Grey Street Capital
Illinois
$295K +$292K +5,580 New
AMBIA
544
Allen Mooney & Barnes Investment Advisors
Georgia
$291K +$524 +10 +0.2%
HWM
545
HB Wealth Management
Georgia
$283K +$26.3K +501 +10%
WT
546
Washington Trust
Rhode Island
$282K -$3.67K -70 -1%
Jane Street
547
Jane Street
New York
$280K -$333K -6,364 -55%
TYCC
548
Texas Yale Capital Corp
Florida
$275K – – –
AFG
549
Atomi Financial Group
New York
$275K +$272K +5,200 New
CT
550
Coastline Trust
Rhode Island
$275K – – –