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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
551
Bessemer Group
New Jersey
$518K +$56.5K +781 +14%
CCM
552
Coldstream Capital Management
Washington
$516K -$10.3K -143 -2%
TC
553
TownSquare Capital
Utah
$511K +$40.2K +556 +10%
GKWIM
554
Gerber Kawasaki Wealth & Investment Management
California
$509K +$4.42K +61 +1%
ZIMP
555
Zimmermann Investment Management & Planning
Pennsylvania
$506K +$22.3K +308 +5%
FHA
556
Flagship Harbor Advisors
Massachusetts
$505K -$6.59K -91 -1%
ECM
557
Estabrook Capital Management
New York
$500K -$10.1K -140 -2%
HH
558
Hilltop Holdings
Texas
$496K +$1.59K +22 +0.4%
HWM
559
HB Wealth Management
Georgia
$494K +$6.51K +90 +1%
FTDI
560
First Trust Direct Indexing
Massachusetts
$490K +$25.8K +356 +6%
SLAM
561
Swiss Life Asset Management
$488K -$4.79M -66,136 -92%
Carson Wealth (CWM LLC)
562
Carson Wealth (CWM LLC)
Nebraska
$485K -$51.1K -706 -10%
EFS
563
Essex Financial Services
Connecticut
$483K -$757K -10,465 -63%
EI
564
Ellevest Inc
New York
$475K +$50.4K +696 +13%
AIMCA
565
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$473K
GSIAS
566
Garden State Investment Advisory Services
New Jersey
$471K -$22.9K -316 -5%
KFA
567
Kapstone Financial Advisors
Ohio
$464K
OIA
568
OneDigital Investment Advisors
Kansas
$451K +$11.1K +153 +3%
EWM
569
Empirical Wealth Management
Washington
$450K -$55.8K -771 -12%
ESB
570
Essex Savings Bank
Connecticut
$440K
Verition Fund Management
571
Verition Fund Management
Connecticut
$440K -$272K -3,756 -41%
Fayez Sarofim & Co
572
Fayez Sarofim & Co
Texas
$439K -$68K -940 -15%
NS
573
NBC Securities
Alabama
$435K -$7.6K -105 -2%
FDS
574
First Dallas Securities
Texas
$429K -$92.3K -1,275 -19%
CB
575
Cadence Bank
Mississippi
$427K