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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
601
Tower View Wealth Management
Wisconsin
$65K +$67.5K +1,500 New
Optiver Holding
602
Optiver Holding
Netherlands
$65K +$67.7K +1,505 New
EDRH
603
Edmond de Rothschild Holding
Switzerland
$62K -$10.1K -225 -14%
ARMC
604
American Research & Management Company
Massachusetts
$60K -$54K -1,200 -46%
JCM
605
Jacobi Capital Management
Pennsylvania
$58K +$7.29K +162 +14%
BFC
606
Bedel Financial Consulting
Indiana
$55K +$270 +6 +0.5%
FAM
607
Fred Alger Management
New York
$53K
AW
608
Avion Wealth
Texas
$51K +$4.5K +100 +9%
HCP
609
Hexagon Capital Partners
Arkansas
$50K +$51.4K +1,141 New
NFSG
610
Newbridge Financial Services Group
Florida
$48K +$11K +245 +29%
GWSG
611
GPS Wealth Strategies Group
Colorado
$46K +$360 +8 +0.8%
FCMT
612
Founders Capital Management (Texas)
Texas
$46K +$4.5K +100 +11%
SN
613
Sittner & Nelson
Oregon
$43K
NSIM
614
North Star Investment Management
Illinois
$42K
SWM
615
Spire Wealth Management
Virginia
$41K
WT
616
Whittier Trust
California
$41K
TWM
617
Tradition Wealth Management
Minnesota
$41K +$5.04K +112 +13%
SIS
618
Sound Income Strategies
Florida
$41K +$18K +400 +74%
PO
619
Private Ocean
California
$39K
TWA
620
TCI Wealth Advisors
Arizona
$38K +$32.7K +726 +459%
HR
621
Howe & Rusling
New York
$35K
HNB
622
Huntington National Bank
Ohio
$32K +$4.5K +100 +15%
WPA
623
West Paces Advisors
Georgia
$31.9K
VNA
624
Valley National Advisers
Pennsylvania
$30K
LF
625
Lee Financial
Texas
$28K +$22.5K +500 +333%