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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
ICG
576
InterOcean Capital Group
Tennessee
$205K -$139K -2,746 -37%
FAIM
577
Financial Advocates Investment Management
Washington
$204K +$928K +18,386 New
BFM
578
Boston Financial Management
Massachusetts
$202K +$232K +4,600 New
CS
579
Comerica Securities
Michigan
$200K +$606 +12 +0.3%
IA
580
IFP Advisors
Florida
$194K +$31.9K +631 +14%
BFEC
581
Benjamin F. Edwards & Company
Missouri
$182K +$7.37K +146 +4%
ST
582
Smithfield Trust
Pennsylvania
$178K -$74.6K -1,477 -27%
BWL
583
Bogart Wealth LLC
Virginia
$178K +$56.5K +1,118 +38%
TFA
584
Toth Financial Advisory
Virginia
$174K -$35.3K -700 -15%
EI
585
Ellevest Inc
New York
$173K +$31.6K +625 +19%
AA
586
Addison Advisors
Vermont
$172K
FMP
587
Financial Management Professionals
Texas
$170K +$42.3K +837 +28%
SWM
588
Selective Wealth Management
Virginia
$165K -$57.5K -1,138 -23%
S
589
Surevest
California
$158K
AIP
590
Ameritas Investment Partners
Nebraska
$157K -$18.5K -367 -9%
MRCM
591
M&R Capital Management
New Jersey
$152K +$21.6K +427 +14%
RCM
592
Raleigh Capital Management
North Carolina
$151K +$6.41K +127 +4%
S
593
SignatureFD
Georgia
$150K -$29.7K -589 -15%
Carson Wealth (CWM LLC)
594
Carson Wealth (CWM LLC)
Nebraska
$149K -$9.14K -181 -5%
SWA
595
Sutton Wealth Advisors
Florida
$145K +$86.4K +1,711 +107%
PTC
596
Private Trust Company
Ohio
$139K
CYG
597
Clean Yield Group
Vermont
$132K
DGAM
598
Desjardins Global Asset Management
Quebec, Canada
$120K
BAM
599
Belpointe Asset Management
Nevada
$120K +$137K +2,720 New
WT
600
Whittier Trust
California
$119K