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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
ET
526
Entropy Technologies
New York
$690K +$623K +7,696 New
Carson Wealth (CWM LLC)
527
Carson Wealth (CWM LLC)
Nebraska
$685K +$129K +1,593 +26%
BAM
528
Belpointe Asset Management
Nevada
$684K -$21K -259 -3%
BHPW
529
Beverly Hills Private Wealth
California
$678K +$14.2K +176 +2%
BPWM
530
Badgley Phelps Wealth Managers
Washington
$672K -$110K -1,353 -15%
NP
531
NorthRock Partners
Minnesota
$668K -$49.2K -608 -8%
RIA
532
Realta Investment Advisors
Delaware
$666K -$57.3K -708 -9%
MS
533
Madden Securities
Texas
$661K -$46.5K -575 -7%
ACA
534
Atlas Capital Advisors
Wyoming
$652K -$101K -1,251 -15%
FG
535
Fiduciary Group
Georgia
$650K
GT
536
Greenleaf Trust
Michigan
$641K -$81 -1 -0%
DAS
537
Diversify Advisory Services
Utah
$638K +$809 +10 +0.1%
IWA
538
IBEX Wealth Advisors
New Jersey
$637K +$576K +7,111 New
SWM
539
SeaCrest Wealth Management
New York
$636K -$13.3K -164 -2%
WT
540
Washington Trust
Rhode Island
$628K +$20.2K +250 +4%
JWCA
541
J.W. Cole Advisors
Florida
$625K +$10.2K +126 +2%
EE
542
EWG Elevate
California
$615K -$5.49M -67,867 -91%
XT
543
XTX Topco
Cayman Islands
$610K -$658K -8,134 -54%
GT
544
Glenmede Trust
Pennsylvania
$610K -$3K -37 -0.5%
VSQM
545
V-Square Quantitative Management
Illinois
$607K -$83.6K -1,033 -13%
CF
546
Centaurus Financial
California
$601K -$1.7K -21 -0.3%
DA
547
DCM Advisors
New York
$600K +$1.29K +16 +0.2%
HWM
548
HB Wealth Management
Georgia
$595K +$38.1K +471 +8%
QWM
549
Quadcap Wealth Management
Texas
$593K +$809 +10 +0.2%
CCM
550
Coldstream Capital Management
Washington
$592K +$14.2K +176 +3%