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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
601
Independence Bank of Kentucky
Kentucky
$682K -$88.9K -725 -12%
FMP
602
Financial Management Professionals
Texas
$680K +$1.47K +12 +0.2%
EC
603
EntryPoint Capital
New York
$675K -$304K -2,478 -32%
GC
604
Guggenheim Capital
Illinois
$674K +$75.9K +619 +13%
RCM
605
Radnor Capital Management
Pennsylvania
$667K +$647K +5,279 New
AssetMark Inc
606
AssetMark Inc
California
$666K +$106K +861 +20%
BC
607
Brookfield Corp
Ontario, Canada
$665K -$22.4M -182,993 -97%
DWP
608
Daymark Wealth Partners
Ohio
$657K +$48.4K +395 +8%
VR
609
Valued Retirements
Texas
$656K – – –
MGP
610
M&G plc
United Kingdom
$654K – – –
EWM
611
Empirical Wealth Management
Washington
$641K +$159K +1,295 +34%
BWL
612
Bogart Wealth LLC
Virginia
$640K +$143K +1,170 +30%
WG
613
Welch Group
Alabama
$640K – – –
CPCM
614
Cardinal Point Capital Management
Ontario, Canada
$640K -$107K -872 -15%
PP
615
Prudential plc
United Kingdom
$640K – – –
AC
616
AlphaCore Capital
California
$637K +$346K +2,825 +129%
FMI
617
Frec Markets Inc
California
$636K +$193K +1,572 +45%
NAM
618
NorthCrest Asset Manangement
Minnesota
$634K +$146K +1,191 +29%
JC
619
JB Capital
Connecticut
$634K +$47.8K +390 +8%
NAMNJ
620
NorthStar Asset Management (New Jersey)
New Jersey
$633K – – –
AV
621
ASR Vermogensbeheer
Netherlands
$633K -$6.98M -56,914 -92%
GVAG
622
Great Valley Advisor Group
Delaware
$632K +$190K +1,551 +45%
OIA
623
OneDigital Investment Advisors
Kansas
$629K +$29.5K +241 +5%
PWP
624
Perfromance Wealth Partners
Illinois
$626K +$1.47K +12 +0.2%
AIM
625
Aspen Investment Management
Michigan
$618K +$48.4K +395 +9%