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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
TWC
526
TD Waterhouse Canada
Ontario, Canada
$615K +$72.2K +998 +18%
RJT
527
Raymond James Trust
Florida
$597K -$84.7K -1,170 -14%
IAN
528
Integrated Advisors Network
Texas
$595K -$38.8K -536 -7%
BHPW
529
Beverly Hills Private Wealth
California
$593K -$35.1K -485 -6%
SWM
530
SeaCrest Wealth Management
New York
$583K -$19.5K -270 -4%
FG
531
Fiduciary Group
Georgia
$582K – – –
GT
532
Greenleaf Trust
Michigan
$574K -$2.68K -37 -0.5%
SFA
533
Sequoia Financial Advisors
Ohio
$567K -$229K -3,168 -31%
TGAM
534
TBH Global Asset Management
Tennessee
$563K +$651 +9 +0.1%
OCM
535
One Capital Management
California
$557K +$503K +6,949 New
NIM
536
NEOS Investment Management
Connecticut
$551K +$199K +2,749 +67%
JWCA
537
J.W. Cole Advisors
Florida
$549K +$7.67K +106 +2%
GT
538
Glenmede Trust
Pennsylvania
$549K -$4.99K -69 -1%
DAS
539
Diversify Advisory Services
Utah
$544K +$495K +6,841 New
Wolverine Trading
540
Wolverine Trading
Illinois
$543K +$490K +6,773 New
WT
541
Washington Trust
Rhode Island
$542K – – –
CF
542
Centaurus Financial
California
$540K -$145 -2 -0%
DA
543
DCM Advisors
New York
$536K +$11.9K +164 +3%
Lido Advisors
544
Lido Advisors
California
$533K +$125K +1,731 +36%
SPC
545
Sigma Planning Corp
Michigan
$531K +$204K +2,813 +74%
QWM
546
Quadcap Wealth Management
Texas
$530K +$478K +6,605 New
KWM
547
Kingsview Wealth Management
Oregon
$528K -$64.3K -889 -12%
BCI
548
Brinker Capital Investments
Pennsylvania
$520K +$163K +2,256 +53%
OPS
549
Orion Portfolio Solutions
Nebraska
$520K +$163K +2,256 +53%
AGA
550
Accuvest Global Advisors
Utah
$519K – – –