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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
MC
526
Mathes Company
New York
$693K -$9.64K -100 -1%
AUB
527
Atlantic Union Bankshares
Virginia
$689K -$15.3K -159 -2%
RCM
528
RNC Capital Management
California
$688K – – –
B
529
Bailard
California
$683K -$11.1K -115 -1%
WS
530
Wedbush Securities
California
$683K -$8.58K -89 -1%
VSQM
531
V-Square Quantitative Management
Illinois
$681K +$86.6K +899 +13%
EFS
532
Essex Financial Services
Connecticut
$674K -$675 -7 -0.1%
AIC
533
Archer Investment Corporation
Indiana
$671K -$2.99K -31 -0.4%
ACA
534
Aptus Capital Advisors
Alabama
$667K +$231K +2,393 +45%
IWC
535
Integrated Wealth Concepts
Massachusetts
$666K -$196K -2,036 -21%
Fidelity International
536
Fidelity International
Bermuda
$666K +$211K +2,193 +40%
IBOK
537
Independence Bank of Kentucky
Kentucky
$665K – – –
IAN
538
Integrated Advisors Network
Texas
$660K -$48.1K -499 -6%
MWM
539
Mindset Wealth Management
Indiana
$659K +$6.94K +72 +0.9%
EH
540
Equitable Holdings
New York
$654K -$34.6K -359 -5%
BCA
541
Bay Colony Advisors
Massachusetts
$653K -$27.1K -281 -4%
CAG
542
Csenge Advisory Group
Florida
$652K -$399K -4,137 -35%
MMA
543
Miracle Mile Advisors
California
$649K +$417K +4,330 +135%
TGAM
544
TBH Global Asset Management
Tennessee
$646K -$32.3K -335 -4%
SCM
545
Sterling Capital Management
North Carolina
$645K -$249K -2,589 -26%
BBVA
546
Banco Bilbao Vizcaya Argentaria
Spain
$643K +$27.6K +286 +4%
GT
547
Greenleaf Trust
Michigan
$634K -$17.6K -183 -2%
GAG
548
GM Advisory Group
New York
$628K -$46.9K -487 -6%
OWA
549
Outlook Wealth Advisors
Texas
$626K -$12.3K -128 -2%
BPWM
550
Badgley Phelps Wealth Managers
Washington
$626K -$11.9K -123 -2%