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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
PA
551
Profund Advisors
Maryland
$278K -$7.17K -142 -2%
SW
552
SteelPeak Wealth
California
$276K +$276K +5,473 New
AMBIA
553
Allen Mooney & Barnes Investment Advisors
Georgia
$273K -$24.7K -489 -8%
MCC
554
Money Concepts Capital
Florida
$273K +$277K +5,483 New
WT
555
Washington Trust
Rhode Island
$269K – – –
NW
556
NewEdge Wealth
Pennsylvania
$267K -$9.09K -180 -3%
HCM
557
Howland Capital Management
Massachusetts
$263K +$18.3K +362 +7%
NICM
558
Neo Ivy Capital Management
New York
$260K +$264K +5,220 New
PCS
559
Personal CFO Solutions
New Jersey
$260K +$15.2K +301 +6%
TYCC
560
Texas Yale Capital Corp
Florida
$259K – – –
CT
561
Coastline Trust
Rhode Island
$259K +$10.1K +200 +4%
TAIM
562
TD Ameritrade Investment Management
Nebraska
$259K -$87.5K -1,734 -25%
ESB
563
Essex Savings Bank
Connecticut
$258K – – –
AMG
564
Advisors Management Group
Wisconsin
$257K +$3.13K +62 +1%
PFA
565
Pinnacle Family Advisors
Missouri
$256K +$1.67K +33 +0.6%
CA
566
Cullinan Associates
Kentucky
$255K – – –
GWM
567
Geneos Wealth Management
Colorado
$255K -$500K -9,912 -66%
MAM
568
Meeder Asset Management
Ohio
$251K -$374K -7,418 -60%
NFG
569
Nations Financial Group
Iowa
$251K +$17.2K +340 +7%
DWA
570
Dorsey Wright & Associates
California
$251K +$254K +5,026 New
Bessemer Group
571
Bessemer Group
New Jersey
$250K -$35.4K -701 -12%
WWG
572
West Wealth Group
California
$249K – – –
RWPA
573
Richard W. Paul & Associates
Michigan
$245K +$248K +4,910 New
CG
574
Colony Group
Massachusetts
$244K – – –
PWP
575
Perfromance Wealth Partners
Illinois
$244K – – –