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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
576
Sheets Smith Wealth Management
North Carolina
$761K
SF
577
Summit Financial
New Jersey
$760K -$49.5K -404 -6%
ECM
578
Estabrook Capital Management
New York
$753K +$115K +937 +19%
CCIA
579
Campbell & Co Investment Adviser
Maryland
$748K -$330K -2,688 -31%
CAM
580
Columbia Asset Management
Michigan
$747K
HI
581
Harbour Investments
Wisconsin
$746K -$33K -269 -4%
PFA
582
Pinnacle Family Advisors
Missouri
$741K -$1.72K -14 -0.2%
OC
583
Oppenheimer & Co
New York
$736K +$10.1K +82 +1%
AIC
584
Archer Investment Corporation
Indiana
$733K -$245K -2,000 -26%
EH
585
Equitable Holdings
New York
$729K +$149K +1,219 +27%
SCP
586
Sivia Capital Partners
California
$726K +$201K +1,641 +40%
KeyBank National Association
587
KeyBank National Association
Ohio
$723K +$219K +1,785 +45%
BP
588
Ballentine Partners
Massachusetts
$721K -$16.4K -134 -2%
VT
589
Vise Technologies
New York
$709K +$287K +2,345 +72%
EGM
590
Engineers Gate Manager
New York
$709K -$7.45M -60,780 -92%
WAM
591
WealthCare Asset Management
Missouri
$696K +$301K +2,455 +80%
CI
592
CX Institutional
Indiana
$693K -$49.5K -404 -7%
WWG
593
West Wealth Group
California
$692K -$47.3K -386 -7%
DWM
594
Destination Wealth Management
California
$691K +$35.2K +287 +6%
GSIAS
595
Garden State Investment Advisory Services
New Jersey
$690K +$665K +5,425 New
APW
596
Allied Private Wealth
Florida
$686K +$729K +5,945 New
ST
597
Somerset Trust
Pennsylvania
$686K -$30.3K -247 -4%
TRCT
598
Tower Research Capital (TRC)
New York
$684K -$1.69M -13,760 -72%
IBOK
599
Independence Bank of Kentucky
Kentucky
$682K -$88.9K -725 -12%
FMP
600
Financial Management Professionals
Texas
$680K +$1.47K +12 +0.2%