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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
576
Jones Financial Companies
Missouri
$748K +$506K +4,310 +153%
EI
577
Ellevest Inc
New York
$745K +$10.5K +89 +1%
SAM
578
Strategy Asset Managers
California
$745K -$2K -17 -0.2%
GT
579
Glenmede Trust
Pennsylvania
$743K +$30.1K +256 +4%
WSFS
580
Wilmington Savings Fund Society
Delaware
$741K
VCA
581
Verdence Capital Advisors
Maryland
$739K -$235 -2 -0%
VSQM
582
V-Square Quantitative Management
Illinois
$738K +$25.1K +214 +3%
FG
583
Fiduciary Group
Georgia
$736K -$29.4K -250 -3%
MPWT
584
MassMutual Private Wealth & Trust
Connecticut
$729K +$651K +5,541 +397%
WT
585
Washington Trust
Rhode Island
$724K
Carson Wealth (CWM LLC)
586
Carson Wealth (CWM LLC)
Nebraska
$719K -$99.9K -850 -11%
SFI
587
Susquehanna Fundamental Investments
Pennsylvania
$707K +$791K +6,731 New
BI
588
Bramshill Investments
Florida
$707K -$10.6K -90 -1%
UB
589
UMB Bank
Missouri
$702K -$3.98M -33,862 -84%
SAM
590
Smith Asset Management
Florida
$700K +$782K +6,655 New
Fayez Sarofim & Co
591
Fayez Sarofim & Co
Texas
$700K +$303K +2,575 +63%
CF
592
Centaurus Financial
California
$699K +$10.5K +89 +1%
HFM
593
Harvest Fund Management
China
$691K -$1.34M -11,417 -63%
CIA
594
Concurrent Investment Advisors
Florida
$672K +$25.6K +218 +4%
S
595
SignatureFD
Georgia
$656K +$25.3K +215 +4%
GKWIM
596
Gerber Kawasaki Wealth & Investment Management
California
$649K +$1.41K +12 +0.2%
SF
597
Summit Financial
New Jersey
$648K +$205K +1,744 +40%
GWMR
598
GC Wealth Management RIA
Massachusetts
$647K -$44.4K -378 -6%
DAS
599
Diversify Advisory Services
Utah
$643K -$186K -1,585 -20%
HFM
600
Hartford Funds Management
Pennsylvania
$639K +$198K +1,684 +38%