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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
AUB
526
Atlantic Union Bankshares
Virginia
$689K -$15.3K -159 -2%
RCM
527
RNC Capital Management
California
$688K
B
528
Bailard
California
$683K -$11.1K -115 -1%
WS
529
Wedbush Securities
California
$683K -$8.58K -89 -1%
VSQM
530
V-Square Quantitative Management
Illinois
$681K +$86.6K +899 +13%
EFS
531
Essex Financial Services
Connecticut
$674K -$675 -7 -0.1%
AIC
532
Archer Investment Corporation
Indiana
$671K -$2.99K -31 -0.4%
ACA
533
Aptus Capital Advisors
Alabama
$667K +$231K +2,393 +45%
IWC
534
Integrated Wealth Concepts
Massachusetts
$666K -$196K -2,036 -21%
Fidelity International
535
Fidelity International
Bermuda
$666K +$211K +2,193 +40%
IBOK
536
Independence Bank of Kentucky
Kentucky
$665K
IAN
537
Integrated Advisors Network
Texas
$660K -$48.1K -499 -6%
MWM
538
Mindset Wealth Management
Indiana
$659K +$6.94K +72 +0.9%
EH
539
Equitable Holdings
New York
$654K -$34.6K -359 -5%
BCA
540
Bay Colony Advisors
Massachusetts
$653K -$27.1K -281 -4%
CAG
541
Csenge Advisory Group
Florida
$652K -$399K -4,137 -35%
MMA
542
Miracle Mile Advisors
California
$649K +$417K +4,330 +135%
TGAM
543
TBH Global Asset Management
Tennessee
$646K -$32.3K -335 -4%
SCM
544
Sterling Capital Management
North Carolina
$645K -$249K -2,589 -26%
BBVA
545
Banco Bilbao Vizcaya Argentaria
Spain
$643K +$27.6K +286 +4%
GT
546
Greenleaf Trust
Michigan
$634K -$17.6K -183 -2%
GAG
547
GM Advisory Group
New York
$628K -$46.9K -487 -6%
OWA
548
Outlook Wealth Advisors
Texas
$626K -$12.3K -128 -2%
BPWM
549
Badgley Phelps Wealth Managers
Washington
$626K -$11.9K -123 -2%
USAA
550
United Services Automobile Association
Texas
$622K +$704K +7,308 New