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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
526
Bay Colony Advisors
Massachusetts
$582K -$35.3K -377 -5%
FG
527
Fiduciary Group
Georgia
$581K
BPA
528
Beacon Pointe Advisors
California
$578K -$191K -2,042 -23%
CAM
529
Cresset Asset Management
Illinois
$562K +$272K +2,907 +76%
SF
530
Summit Financial
New Jersey
$560K -$471K -5,031 -43%
BP
531
Ballentine Partners
Massachusetts
$544K -$56.5K -604 -8%
CI
532
CX Institutional
Indiana
$543K -$440K -4,700 -42%
IWC
533
Integrated Wealth Concepts
Massachusetts
$542K -$106K -1,134 -15%
AU
534
AlphaGrep UK
$542K +$612K +6,538 New
MWPCG
535
Measured Wealth Private Client Group
New Hampshire
$541K -$122K -1,307 -17%
PCIA
536
Prime Capital Investment Advisors
Kansas
$540K -$80.8K -863 -12%
CCA
537
Checchi Capital Advisers
California
$540K -$40.8K -436 -6%
HIP
538
HUB Investment Partners
Texas
$537K -$495K -5,292 -45%
CPCPP
539
Canada Post Corporation Pension Plan
Canada
$536K +$147K +1,570 +32%
GC
540
Guggenheim Capital
Illinois
$531K -$437K -4,665 -42%
CAM
541
Columbia Asset Management
Michigan
$530K
HNB
542
Huntington National Bank
Ohio
$527K +$59.4K +635 +11%
GSEP
543
Golden State Equity Partners
California
$526K -$8.8K -94 -1%
Group One Trading
544
Group One Trading
Illinois
$522K -$298K -3,189 -34%
GKWIM
545
Gerber Kawasaki Wealth & Investment Management
California
$522K -$3.74K -40 -0.6%
IAN
546
Integrated Advisors Network
Texas
$517K -$108K -1,156 -16%
AA
547
Advisory Advocates
Michigan
$510K +$575K +6,145 New
EFS
548
Essex Financial Services
Connecticut
$507K -$163K -1,739 -22%
QCG
549
Quadrant Capital Group
Ohio
$504K -$49.7K -531 -8%
SSWM
550
Sheets Smith Wealth Management
North Carolina
$497K +$7.3K +78 +1%