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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
CB
576
Cadence Bank
Mississippi
$427K – – –
Koshinski Asset Management
577
Koshinski Asset Management
Illinois
$426K +$82.2K +1,135 +27%
S
578
SignatureFD
Georgia
$421K +$25K +345 +7%
CT
579
Coastline Trust
Rhode Island
$421K -$4.85K -67 -1%
PFA
580
Pinnacle Family Advisors
Missouri
$419K +$1.74K +24 +0.5%
VR
581
Valued Retirements
Texas
$417K – – –
KeyBank National Association
582
KeyBank National Association
Ohio
$417K +$10.4K +144 +3%
AMBIA
583
Allen Mooney & Barnes Investment Advisors
Georgia
$416K -$31.2K -431 -7%
FM
584
Foster & Motley
Ohio
$414K -$121K -1,671 -24%
AAM
585
Augustine Asset Management
Florida
$413K -$74K -1,022 -17%
CIA
586
Choate Investment Advisors
Massachusetts
$410K -$10.9K -150 -3%
SWM
587
SFG Wealth Management
Maryland
$405K +$145 +2 +0%
PPP
588
Private Portfolio Partners
New Jersey
$403K -$42.3K -584 -10%
NAMNJ
589
NorthStar Asset Management (New Jersey)
New Jersey
$403K – – –
PCS
590
Personal CFO Solutions
New Jersey
$402K +$36.9K +510 +11%
WWG
591
West Wealth Group
California
$401K – – –
IF
592
Intrua Financial
Texas
$400K -$5.07K -70 -1%
DWA
593
Dorsey Wright & Associates
California
$398K -$2.68K -37 -0.7%
TYCC
594
Texas Yale Capital Corp
Florida
$395K – – –
AP
595
Advisors Preferred
Maryland
$394K -$99.7K -1,377 -22%
PWP
596
Perfromance Wealth Partners
Illinois
$392K – – –
SWM
597
Sculati Wealth Management
Michigan
$391K -$36.3K -502 -9%
KWA
598
Kingswood Wealth Advisors
California
$390K -$30.5K -421 -8%
ASC
599
Atalanta Sosnoff Capital
New York
$390K -$37.7K -521 -10%
CI
600
CX Institutional
Indiana
$382K +$2.1K +29 +0.6%