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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
601
Marco Investment Management
Georgia
$222K
MMHP
602
Murphy Middleton Hinkle & Parker
Georgia
$222K
PPW
603
Pinnacle Private Wealth
Massachusetts
$220K -$9.53K -200 -5%
NFG
604
Norris Financial Group
South Carolina
$220K -$18.9K -397 -9%
AIP
605
Ameritas Investment Partners
Nebraska
$219K
PNC
606
Park National Corp
Ohio
$216K
AWM
607
Aevitas Wealth Management
Massachusetts
$216K +$714 +15 +0.4%
AA
608
Addison Advisors
Vermont
$216K +$57.9K +1,216 +45%
WCM
609
WealthBridge Capital Management
Ohio
$215K +$185K +3,874 New
BFEC
610
Benjamin F. Edwards & Company
Missouri
$214K +$857 +18 +0.5%
CT
611
Coastline Trust
Rhode Island
$211K +$182K +3,821 New
HF
612
HRT Financial
New York
$210K +$181K +3,806 New
AWM
613
Apollon Wealth Management
South Carolina
$206K +$177K +3,714 New
AA
614
Aire Advisors
California
$206K +$177K +3,719 New
FTDI
615
First Trust Direct Indexing
Massachusetts
$206K +$177K +3,725 New
XWM
616
Xcel Wealth Management
Florida
$206K +$177K +3,725 New
SAM
617
Seelaus Asset Management
New Jersey
$205K -$11.9K -250 -6%
GG
618
Gofen & Glossberg
Illinois
$205K +$176K +3,691 New
AA
619
Apriem Advisors
California
$205K +$176K +3,700 New
IF
620
IRON Financial
Illinois
$204K -$368K -7,733 -68%
SSG
621
Summit Securities Group
New York
$201K -$158K -3,311 -48%
S
622
Surevest
California
$199K
Carson Wealth (CWM LLC)
623
Carson Wealth (CWM LLC)
Nebraska
$181K +$29.7K +624 +24%
MCC
624
Money Concepts Capital
Florida
$178K +$153K +3,214 New
IA
625
IFP Advisors
Florida
$172K +$29.6K +621 +16%