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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
551
Evergreen Capital Management
Washington
$488K +$234K +2,504 +75%
WWG
552
West Wealth Group
California
$485K +$28K +299 +5%
PFA
553
Pinnacle Family Advisors
Missouri
$485K +$2.15K +23 +0.4%
ST
554
Somerset Trust
Pennsylvania
$483K +$3.93K +42 +0.7%
PS
555
Principal Securities
Iowa
$482K +$24.1K +258 +5%
OC
556
Oppenheimer & Co
New York
$478K -$302K -3,226 -36%
D.E. Shaw & Co
557
D.E. Shaw & Co
New York
$477K -$12.9M -138,283 -96%
ET
558
Entropy Technologies
New York
$466K +$525K +5,614 New
S
559
SignatureFD
Georgia
$465K -$10.3K -110 -2%
WT
560
Washington Trust
Rhode Island
$463K
GSIAS
561
Garden State Investment Advisory Services
New Jersey
$461K
FCP
562
Fidelis Capital Partners
Florida
$460K -$15.2K -162 -3%
OIA
563
OneDigital Investment Advisors
Kansas
$456K -$28.1K -300 -5%
DTL
564
Dynamic Technology Lab
Singapore
$447K +$504K +5,387 New
AWM
565
Aprio Wealth Management
Georgia
$447K +$265K +2,832 +111%
FMP
566
Financial Management Professionals
Texas
$441K -$749 -8 -0.2%
PEAK6
567
PEAK6
Illinois
$441K +$498K +5,317 New
SW
568
Simplicity Wealth
New Jersey
$439K +$495K +5,294 New
VR
569
Valued Retirements
Texas
$431K
SWP
570
Stratos Wealth Partners
Ohio
$428K +$1.12K +12 +0.2%
SC
571
Syon Capital
California
$423K +$112K +1,201 +31%
KWM
572
Kingsview Wealth Management
Oregon
$423K -$749 -8 -0.2%
KFA
573
Kapstone Financial Advisors
Ohio
$423K -$9.36K -100 -2%
PA
574
Profund Advisors
Maryland
$422K +$74.6K +797 +19%
PP
575
Prudential plc
United Kingdom
$420K -$6.79M -72,506 -93%