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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
551
Coldstream Capital Management
Washington
$592K +$14.2K +176 +3%
RJT
552
Raymond James Trust
Florida
$589K -$70.2K -868 -12%
N
553
Natixis
France
$587K +$491K +6,063 +1,255%
EI
554
Ellevest Inc
New York
$580K +$45.4K +561 +9%
KWM
555
Kingsview Wealth Management
Oregon
$580K -$9.06K -112 -2%
SSWM
556
Sheets Smith Wealth Management
North Carolina
$579K – – –
GKWIM
557
Gerber Kawasaki Wealth & Investment Management
California
$573K +$4.21K +52 +0.8%
FHA
558
Flagship Harbor Advisors
Massachusetts
$563K -$971 -12 -0.2%
ECM
559
Estabrook Capital Management
New York
$559K – – –
HH
560
Hilltop Holdings
Texas
$552K -$1.62K -20 -0.3%
Bessemer Group
561
Bessemer Group
New Jersey
$551K -$24.8K -307 -5%
OFS
562
OneAscent Financial Services
Alabama
$542K +$168K +2,079 +53%
ZIMP
563
Zimmermann Investment Management & Planning
Pennsylvania
$538K -$24.9K -308 -5%
BCI
564
Brinker Capital Investments
Pennsylvania
$533K -$43.6K -539 -8%
OPS
565
Orion Portfolio Solutions
Nebraska
$533K -$43.6K -539 -8%
ESB
566
Essex Savings Bank
Connecticut
$530K -$30.4K -376 -6%
OIA
567
OneDigital Investment Advisors
Kansas
$528K +$22.1K +273 +5%
TC
568
TownSquare Capital
Utah
$525K -$41.4K -511 -8%
TI
569
Tidal Investments
Wisconsin
$520K -$1.02M -12,617 -69%
KFA
570
Kapstone Financial Advisors
Ohio
$519K – – –
GSIAS
571
Garden State Investment Advisory Services
New Jersey
$511K -$14.3K -177 -3%
Teacher Retirement System of Texas
572
Teacher Retirement System of Texas
Texas
$510K -$5.33M -65,829 -92%
RMDI
573
R.M. Davis Inc
Maine
$510K +$184K +2,268 +66%
EWM
574
Empirical Wealth Management
Washington
$503K – – –
KeyBank National Association
575
KeyBank National Association
Ohio
$501K +$31.6K +390 +8%