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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
526
Raymond James Trust
Florida
$597K -$84.7K -1,170 -14%
IAN
527
Integrated Advisors Network
Texas
$595K -$38.8K -536 -7%
BHPW
528
Beverly Hills Private Wealth
California
$593K -$35.1K -485 -6%
SWM
529
SeaCrest Wealth Management
New York
$583K -$19.5K -270 -4%
FG
530
Fiduciary Group
Georgia
$582K
GT
531
Greenleaf Trust
Michigan
$574K -$2.68K -37 -0.5%
SFA
532
Sequoia Financial Advisors
Ohio
$567K -$229K -3,168 -31%
TGAM
533
TBH Global Asset Management
Tennessee
$563K +$651 +9 +0.1%
OCM
534
One Capital Management
California
$557K +$503K +6,949 New
NIM
535
NEOS Investment Management
Connecticut
$551K +$199K +2,749 +67%
JWCA
536
J.W. Cole Advisors
Florida
$549K +$7.67K +106 +2%
GT
537
Glenmede Trust
Pennsylvania
$549K -$4.99K -69 -1%
DAS
538
Diversify Advisory Services
Utah
$544K +$495K +6,841 New
Wolverine Trading
539
Wolverine Trading
Illinois
$543K +$490K +6,773 New
WT
540
Washington Trust
Rhode Island
$542K
CF
541
Centaurus Financial
California
$540K -$145 -2 -0%
DA
542
DCM Advisors
New York
$536K +$11.9K +164 +3%
Lido Advisors
543
Lido Advisors
California
$533K +$125K +1,731 +36%
SPC
544
Sigma Planning Corp
Michigan
$531K +$204K +2,813 +74%
QWM
545
Quadcap Wealth Management
Texas
$530K +$478K +6,605 New
KWM
546
Kingsview Wealth Management
Oregon
$528K -$64.3K -889 -12%
BCI
547
Brinker Capital Investments
Pennsylvania
$520K +$163K +2,256 +53%
OPS
548
Orion Portfolio Solutions
Nebraska
$520K +$163K +2,256 +53%
AGA
549
Accuvest Global Advisors
Utah
$519K
SSWM
550
Sheets Smith Wealth Management
North Carolina
$518K