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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
I
551
InceptionR
California
$621K +$695K +7,214 New
BPA
552
Beacon Pointe Advisors
California
$617K -$11.7K -121 -2%
CCM
553
Coldstream Capital Management
Washington
$611K -$7.71K -80 -1%
MPWT
554
MassMutual Private Wealth & Trust
Connecticut
$609K +$13.7K +142 +2%
WSFS
555
Wilmington Savings Fund Society
Delaware
$606K -$578 -6 -0.1%
FG
556
Fiduciary Group
Georgia
$602K
EI
557
Ellevest Inc
New York
$586K -$27.3K -283 -4%
GWMR
558
GC Wealth Management RIA
Massachusetts
$579K +$56.1K +582 +9%
WBC
559
Westpac Banking Corp
Australia
$577K +$241K +2,501 +59%
VCA
560
Verdence Capital Advisors
Maryland
$575K -$33.2K -345 -5%
SAM
561
Smith Asset Management
Florida
$573K
DAS
562
Diversify Advisory Services
Utah
$572K +$11.9K +123 +2%
Carson Wealth (CWM LLC)
563
Carson Wealth (CWM LLC)
Nebraska
$567K -$23.6K -245 -4%
IA
564
Integrity Alliance
Iowa
$564K +$632K +6,559 New
NICM
565
Neo Ivy Capital Management
New York
$557K +$549K +5,697 +739%
CF
566
Centaurus Financial
California
$554K -$20.4K -212 -3%
CAM
567
Columbia Asset Management
Michigan
$550K -$260K -2,695 -30%
BFM
568
Boothbay Fund Management
New York
$549K +$374K +3,884 +155%
S
569
SignatureFD
Georgia
$535K -$1.74K -18 -0.3%
GKWIM
570
Gerber Kawasaki Wealth & Investment Management
California
$535K +$4.05K +42 +0.7%
SF
571
Summit Financial
New Jersey
$532K +$4.24K +44 +0.7%
Fisher Asset Management
572
Fisher Asset Management
Washington
$530K +$54.9K +570 +10%
TPCW
573
TD Private Client Wealth
New York
$516K +$867 +9 +0.2%
SSWM
574
Sheets Smith Wealth Management
North Carolina
$511K -$11.1K -115 -2%
CIA
575
Concurrent Investment Advisors
Florida
$511K -$44.2K -459 -7%