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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
551
U.S. Capital Wealth Advisors
Texas
$865K -$2.18M -20,354 -74%
FG
552
Fiduciary Group
Georgia
$862K
BAM
553
Belpointe Asset Management
Nevada
$848K -$52.8K -494 -6%
SAM
554
Strategy Asset Managers
California
$844K +$760K +7,101 New
CCM
555
Coldstream Capital Management
Washington
$843K +$53.2K +497 +8%
Balyasny Asset Management
556
Balyasny Asset Management
Illinois
$838K -$1.43M -13,395 -66%
WSFS
557
Wilmington Savings Fund Society
Delaware
$837K +$754K +7,047 New
VCA
558
Verdence Capital Advisors
Maryland
$835K +$292K +2,726 +63%
EI
559
Ellevest Inc
New York
$832K +$56.2K +525 +8%
FF
560
Friedenthal Financial
New Jersey
$824K +$741K +6,931 New
WT
561
Washington Trust
Rhode Island
$818K -$13.4K -125 -2%
BI
562
Bramshill Investments
Florida
$810K -$451K -4,215 -38%
GT
563
Glenmede Trust
Pennsylvania
$810K +$749 +7 +0.1%
VSQM
564
V-Square Quantitative Management
Illinois
$809K +$3.96K +37 +0.5%
QWM
565
Quadcap Wealth Management
Texas
$795K +$7.92K +74 +1%
BHPW
566
Beverly Hills Private Wealth
California
$790K -$98.4K -920 -12%
CF
567
Centaurus Financial
California
$779K -$16.5K -154 -2%
GWMR
568
GC Wealth Management RIA
Massachusetts
$776K -$1.2M -11,254 -63%
AGA
569
Accuvest Global Advisors
Utah
$769K +$692K +6,473 New
SSWM
570
Sheets Smith Wealth Management
North Carolina
$762K -$5.35K -50 -0.8%
SWM
571
SeaCrest Wealth Management
New York
$759K -$76.4K -714 -10%
RJT
572
Raymond James Trust
Florida
$748K -$29.5K -276 -4%
PL
573
Perpetual Ltd
Australia
$747K -$716K -6,690 -52%
FCP
574
Fidelis Capital Partners
Florida
$745K +$409K +3,821 +181%
NP
575
NorthRock Partners
Minnesota
$742K -$125K -1,170 -16%