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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
576
Koshinski Asset Management
Illinois
$426K +$82.2K +1,135 +27%
S
577
SignatureFD
Georgia
$421K +$25K +345 +7%
CT
578
Coastline Trust
Rhode Island
$421K -$4.85K -67 -1%
PFA
579
Pinnacle Family Advisors
Missouri
$419K +$1.74K +24 +0.5%
VR
580
Valued Retirements
Texas
$417K
KeyBank National Association
581
KeyBank National Association
Ohio
$417K +$10.4K +144 +3%
AMBIA
582
Allen Mooney & Barnes Investment Advisors
Georgia
$416K -$31.2K -431 -7%
FM
583
Foster & Motley
Ohio
$414K -$121K -1,671 -24%
AAM
584
Augustine Asset Management
Florida
$413K -$74K -1,022 -17%
CIA
585
Choate Investment Advisors
Massachusetts
$410K -$10.9K -150 -3%
SWM
586
SFG Wealth Management
Maryland
$405K +$145 +2 +0%
PPP
587
Private Portfolio Partners
New Jersey
$403K -$42.3K -584 -10%
NAMNJ
588
NorthStar Asset Management (New Jersey)
New Jersey
$403K
PCS
589
Personal CFO Solutions
New Jersey
$402K +$36.9K +510 +11%
WWG
590
West Wealth Group
California
$401K
IF
591
Intrua Financial
Texas
$400K -$5.07K -70 -1%
DWA
592
Dorsey Wright & Associates
California
$398K -$2.68K -37 -0.7%
TYCC
593
Texas Yale Capital Corp
Florida
$395K
AP
594
Advisors Preferred
Maryland
$394K -$99.7K -1,377 -22%
PWP
595
Perfromance Wealth Partners
Illinois
$392K
SWM
596
Sculati Wealth Management
Michigan
$391K -$36.3K -502 -9%
KWA
597
Kingswood Wealth Advisors
California
$390K -$30.5K -421 -8%
ASC
598
Atalanta Sosnoff Capital
New York
$390K -$37.7K -521 -10%
CI
599
CX Institutional
Indiana
$382K +$2.1K +29 +0.6%
CWM
600
Cornerstone Wealth Management
Missouri
$380K +$72 +1 +0%