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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
EI
576
Ellevest Inc
New York
$745K +$10.5K +89 +1%
SAM
577
Strategy Asset Managers
California
$745K -$2K -17 -0.2%
GT
578
Glenmede Trust
Pennsylvania
$743K +$30.1K +256 +4%
WSFS
579
Wilmington Savings Fund Society
Delaware
$741K – – –
VCA
580
Verdence Capital Advisors
Maryland
$739K -$235 -2 -0%
VSQM
581
V-Square Quantitative Management
Illinois
$738K +$25.1K +214 +3%
FG
582
Fiduciary Group
Georgia
$736K -$29.4K -250 -3%
MPWT
583
MassMutual Private Wealth & Trust
Connecticut
$729K +$651K +5,541 +397%
WT
584
Washington Trust
Rhode Island
$724K – – –
Carson Wealth (CWM LLC)
585
Carson Wealth (CWM LLC)
Nebraska
$719K -$99.9K -850 -11%
SFI
586
Susquehanna Fundamental Investments
Pennsylvania
$707K +$791K +6,731 New
BI
587
Bramshill Investments
Florida
$707K -$10.6K -90 -1%
UB
588
UMB Bank
Missouri
$702K -$3.98M -33,862 -84%
SAM
589
Smith Asset Management
Florida
$700K +$782K +6,655 New
Fayez Sarofim & Co
590
Fayez Sarofim & Co
Texas
$700K +$303K +2,575 +63%
CF
591
Centaurus Financial
California
$699K +$10.5K +89 +1%
HFM
592
Harvest Fund Management
China
$691K -$1.34M -11,417 -63%
CIA
593
Concurrent Investment Advisors
Florida
$672K +$25.6K +218 +4%
S
594
SignatureFD
Georgia
$656K +$25.3K +215 +4%
GKWIM
595
Gerber Kawasaki Wealth & Investment Management
California
$649K +$1.41K +12 +0.2%
SF
596
Summit Financial
New Jersey
$648K +$205K +1,744 +40%
GWMR
597
GC Wealth Management RIA
Massachusetts
$647K -$44.4K -378 -6%
DAS
598
Diversify Advisory Services
Utah
$643K -$186K -1,585 -20%
HFM
599
Hartford Funds Management
Pennsylvania
$639K +$198K +1,684 +38%
SSWM
600
Sheets Smith Wealth Management
North Carolina
$636K -$41.7K -355 -6%