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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
551
Sheets Smith Wealth Management
North Carolina
$518K – – –
Bessemer Group
552
Bessemer Group
New Jersey
$518K +$56.5K +781 +14%
CCM
553
Coldstream Capital Management
Washington
$516K -$10.3K -143 -2%
TC
554
TownSquare Capital
Utah
$511K +$40.2K +556 +10%
GKWIM
555
Gerber Kawasaki Wealth & Investment Management
California
$509K +$4.42K +61 +1%
ZIMP
556
Zimmermann Investment Management & Planning
Pennsylvania
$506K +$22.3K +308 +5%
FHA
557
Flagship Harbor Advisors
Massachusetts
$505K -$6.59K -91 -1%
ECM
558
Estabrook Capital Management
New York
$500K -$10.1K -140 -2%
HH
559
Hilltop Holdings
Texas
$496K +$1.59K +22 +0.4%
HWM
560
HB Wealth Management
Georgia
$494K +$6.51K +90 +1%
FTDI
561
First Trust Direct Indexing
Massachusetts
$490K +$25.8K +356 +6%
SLAM
562
Swiss Life Asset Management
$488K -$4.79M -66,136 -92%
Carson Wealth (CWM LLC)
563
Carson Wealth (CWM LLC)
Nebraska
$485K -$51.1K -706 -10%
EFS
564
Essex Financial Services
Connecticut
$483K -$757K -10,465 -63%
EI
565
Ellevest Inc
New York
$475K +$50.4K +696 +13%
AIMCA
566
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$473K – – –
GSIAS
567
Garden State Investment Advisory Services
New Jersey
$471K -$22.9K -316 -5%
KFA
568
Kapstone Financial Advisors
Ohio
$464K – – –
OIA
569
OneDigital Investment Advisors
Kansas
$451K +$11.1K +153 +3%
EWM
570
Empirical Wealth Management
Washington
$450K -$55.8K -771 -12%
ESB
571
Essex Savings Bank
Connecticut
$440K – – –
Verition Fund Management
572
Verition Fund Management
Connecticut
$440K -$272K -3,756 -41%
Fayez Sarofim & Co
573
Fayez Sarofim & Co
Texas
$439K -$68K -940 -15%
NS
574
NBC Securities
Alabama
$435K -$7.6K -105 -2%
FDS
575
First Dallas Securities
Texas
$429K -$92.3K -1,275 -19%