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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
DI
526
DFPG Investments
Utah
$388K +$50.5K +826 +14%
EH
527
Equitable Holdings
New York
$386K +$24.7K +404 +7%
AGA
528
Accuvest Global Advisors
Utah
$385K
JWCA
529
J.W. Cole Advisors
Florida
$382K +$10.8K +177 +3%
HWM
530
HB Wealth Management
Georgia
$381K +$84K +1,374 +27%
KACA
531
Kayne Anderson Capital Advisors
California
$380K +$391K +6,400 New
SWM
532
Sculati Wealth Management
Michigan
$380K -$25.2K -413 -6%
GKWIM
533
Gerber Kawasaki Wealth & Investment Management
California
$373K -$49.5K -810 -11%
GSIAS
534
Garden State Investment Advisory Services
New Jersey
$369K +$367 +6 +0.1%
HH
535
Hilltop Holdings
Texas
$368K +$7.76K +127 +2%
PRC
536
Pearl River Capital
Michigan
$367K +$378K +6,181 New
AMBIA
537
Allen Mooney & Barnes Investment Advisors
Georgia
$367K +$71.7K +1,173 +23%
EGM
538
Engineers Gate Manager
New York
$366K -$457K -7,482 -55%
EGA
539
E&G Advisors
Texas
$364K -$30.6K -500 -8%
TSS
540
Two Sigma Securities
New York
$363K +$373K +6,111 New
WAP
541
Wealthcare Advisory Partners
Pennsylvania
$360K -$13.3K -218 -3%
TPW
542
Transatlantique Private Wealth
New York
$357K -$4.03K -66 -1%
PPP
543
Private Portfolio Partners
New Jersey
$355K -$6.78K -111 -2%
TC
544
TownSquare Capital
Utah
$353K -$93.9K -1,536 -21%
AIMCA
545
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$351K
Carson Wealth (CWM LLC)
546
Carson Wealth (CWM LLC)
Nebraska
$348K +$65.4K +1,071 +22%
GAM
547
Griffin Asset Management
New York
$348K +$1.59K +26 +0.4%
SWM
548
SFG Wealth Management
Maryland
$348K -$13.1K -214 -4%
GSEP
549
Golden State Equity Partners
California
$345K -$2.5K -41 -0.7%
KFA
550
Kapstone Financial Advisors
Ohio
$344K