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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
WT
576
Washington Trust
Rhode Island
$571K – – –
AWM
577
AE Wealth Management
Kansas
$562K -$272K -2,739 -33%
SW
578
Simplicity Wealth
New Jersey
$561K +$20.2K +203 +4%
TPCW
579
TD Private Client Wealth
New York
$560K +$106K +1,064 +24%
AAS
580
Ameritas Advisory Services
Nebraska
$557K +$166K +1,672 +44%
FMP
581
Financial Management Professionals
Texas
$550K +$7.16K +72 +1%
BBHC
582
Brown Brothers Harriman & Co
New York
$534K +$312K +3,137 +150%
HIP
583
HUB Investment Partners
Texas
$534K -$124K -1,243 -19%
VR
584
Valued Retirements
Texas
$530K – – –
DWM
585
Destination Wealth Management
California
$530K +$189K +1,904 +58%
MGP
586
M&G plc
United Kingdom
$530K +$22.9K +230 +5%
HW
587
Hancock Whitney
Mississippi
$529K -$25.8K -259 -6%
Group One Trading
588
Group One Trading
Illinois
$526K -$114K -1,143 -18%
SWM
589
Spire Wealth Management
Virginia
$525K -$630K -6,335 -55%
ASC
590
Atalanta Sosnoff Capital
New York
$518K +$696 +7 +0.1%
WG
591
Welch Group
Alabama
$518K +$28.6K +288 +6%
PP
592
Prudential plc
United Kingdom
$517K – – –
ECM
593
Estabrook Capital Management
New York
$513K – – –
NAMNJ
594
NorthStar Asset Management (New Jersey)
New Jersey
$512K – – –
USCWA
595
U.S. Capital Wealth Advisors
Texas
$510K +$19.5K +196 +4%
LW
596
Linscomb Wealth
Texas
$506K +$19.6K +197 +4%
KFA
597
Kapstone Financial Advisors
Ohio
$506K -$14.2K -143 -3%
PWP
598
Perfromance Wealth Partners
Illinois
$505K +$199 +2 +0%
LA
599
LBP AM
France
$498K -$12.9M -130,042 -96%
CWG
600
Cornerstone Wealth Group
North Carolina
$495K +$18.3K +184 +5%