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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
551
HB Wealth Management
Georgia
$829K -$170K -1,446 -15%
TGAM
552
TBH Global Asset Management
Tennessee
$825K +$705 +6 +0.1%
EFS
553
Essex Financial Services
Connecticut
$824K -$117 -1 -0%
AIC
554
Archer Investment Corporation
Indiana
$823K +$3.64K +31 +0.4%
NW
555
NewEdge Wealth
Pennsylvania
$822K -$74.8K -637 -8%
BAM
556
Belpointe Asset Management
Nevada
$821K +$13.2K +112 +2%
GAG
557
GM Advisory Group
New York
$819K
IBOK
558
Independence Bank of Kentucky
Kentucky
$812K -$480K -4,086 -35%
Two Sigma Advisers
559
Two Sigma Advisers
New York
$809K +$905K +7,700 New
CG
560
Caprock Group
Idaho
$800K +$295K +2,511 +50%
MWM
561
Mindset Wealth Management
Indiana
$797K +$2.82K +24 +0.3%
GT
562
Greenleaf Trust
Michigan
$794K +$19.4K +165 +2%
SP
563
Sherman Porfolios
Idaho
$786K +$878K +7,476 New
PCM
564
Prelude Capital Management
New York
$785K +$878K +7,471 New
BPWM
565
Badgley Phelps Wealth Managers
Washington
$782K -$6.82K -58 -0.8%
OWA
566
Outlook Wealth Advisors
Texas
$779K -$11K -94 -1%
AWA
567
Arete Wealth Advisors
Illinois
$776K +$194K +1,650 +29%
GRP
568
Global Retirement Partners
California
$772K -$177K -1,507 -17%
MS
569
Madden Securities
Texas
$767K -$8.81K -75 -1%
BPA
570
Beacon Pointe Advisors
California
$766K -$481K -4,091 -36%
OTL
571
Oak Thistle LLC
New York
$759K +$446K +3,800 +111%
CCM
572
Coldstream Capital Management
Washington
$755K +$9.05K +77 +1%
BBVA
573
Banco Bilbao Vizcaya Argentaria
Spain
$755K -$415K -3,529 -33%
PRS
574
Pinkerton Retirement Specialists
Idaho
$753K +$575K +4,897 +216%
HH
575
Hilltop Holdings
Texas
$750K -$19.3K -164 -2%