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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
576
Boston Financial Management
Massachusetts
$243K – – –
Koshinski Asset Management
577
Koshinski Asset Management
Illinois
$243K -$7.49K -143 -3%
PA
578
Profund Advisors
Maryland
$242K -$52.8K -1,008 -18%
PCS
579
Personal CFO Solutions
New Jersey
$241K -$34.4K -657 -13%
WG
580
Welch Group
Alabama
$240K – – –
FLPIM
581
F.L. Putnam Investment Management
Massachusetts
$238K +$236K +4,502 New
BFS
582
Bradley Foster & Sargent
Connecticut
$238K -$157 -3 -0.1%
DWM
583
Dakota Wealth Management
Florida
$237K +$235K +4,487 New
KI
584
Kula Investments
Illinois
$236K +$234K +4,465 New
BCI
585
Brinker Capital Investments
Pennsylvania
$236K -$2.88K -55 -1%
OPS
586
Orion Portfolio Solutions
Nebraska
$236K +$234K +4,460 New
XF
587
XML Financial
Maryland
$234K +$2.25K +43 +1%
EI
588
EDMP Inc
Florida
$232K -$14.1K -270 -6%
CS
589
Comerica Securities
Michigan
$230K -$8.33K -159 -4%
CWM
590
Curi Wealth Management
North Carolina
$229K – – –
TPWA
591
TRUE Private Wealth Advisors
Oregon
$229K -$327K -6,246 -59%
SFC
592
Strategic Financial Concepts
Texas
$228K +$226K +4,310 New
EI
593
Ellevest Inc
New York
$224K +$27.7K +528 +14%
GIM
594
Guild Investment Management
California
$224K – – –
PWM
595
Perigon Wealth Management
California
$224K -$18.3K -350 -8%
DWM
596
Destination Wealth Management
California
$222K +$5.08K +97 +2%
TW
597
TrinityPoint Wealth
Connecticut
$221K +$1.36K +26 +0.6%
CWG
598
Crown Wealth Group
North Carolina
$220K – – –
AWM
599
Avior Wealth Management
Nebraska
$217K +$175K +3,338 +435%
PA
600
Prossimo Advisors
California
$216K +$214K +4,075 New