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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
576
Mastrapasqua Asset Management
Tennessee
$292K +$9.35K +153 +3%
EI
577
Ellevest Inc
New York
$291K +$299K +4,898 New
PWP
578
Perfromance Wealth Partners
Illinois
$291K – – –
DWM
579
Destination Wealth Management
California
$290K -$15.7K -257 -5%
LMKC
580
L.M. Kohn & Company
Ohio
$290K – – –
CWM
581
Cornerstone Wealth Management
Missouri
$288K +$30.4K +497 +11%
GFG
582
Goldstone Financial Group
Illinois
$287K -$24.5K -401 -8%
RWPA
583
Richard W. Paul & Associates
Michigan
$286K -$10.9K -178 -4%
WANY
584
Wealthspire Advisors (New York)
New York
$286K +$294K +4,808 New
CI
585
CX Institutional
Indiana
$282K +$289K +4,736 New
WHC
586
Wulff, Hansen & Co
California
$281K – – –
PCS
587
Personal CFO Solutions
New Jersey
$279K +$3.6K +59 +1%
HNWAG
588
High Net Worth Advisory Group
Florida
$279K – – –
SC
589
Scotia Capital
Ontario, Canada
$275K -$189K -3,101 -40%
SI
590
Stephens Inc
Arkansas
$275K +$16.1K +264 +6%
HNB
591
Huntington National Bank
Ohio
$273K -$8.98K -147 -3%
CS
592
Comerica Securities
Michigan
$271K -$11.2K -184 -4%
PA
593
Prossimo Advisors
California
$271K – – –
DWM
594
Dakota Wealth Management
Florida
$270K -$77.4K -1,267 -22%
WG
595
Welch Group
Alabama
$269K – – –
IA
596
IFP Advisors
Florida
$269K -$1.16K -19 -0.4%
AAG
597
Armstrong Advisory Group
Massachusetts
$267K -$12.2K -200 -4%
TI
598
Tidal Investments
Wisconsin
$265K -$448K -7,325 -62%
HGERS
599
Householder Group Estate & Retirement Specialist
Arizona
$265K +$272K +4,455 New
Federated Hermes
600
Federated Hermes
Pennsylvania
$263K +$24.6K +403 +10%