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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
601
Ameritas Investment Partners
Nebraska
$192K – – –
AA
602
Addison Advisors
Vermont
$190K – – –
S
603
Surevest
California
$175K – – –
Carson Wealth (CWM LLC)
604
Carson Wealth (CWM LLC)
Nebraska
$174K +$16.7K +318 +10%
IA
605
IFP Advisors
Florida
$172K – – –
PFGIA
606
Patriot Financial Group Insurance Agency
Massachusetts
$170K -$32K -608 -15%
EI
607
Ellevest Inc
New York
$162K +$106K +2,018 +155%
RCM
608
Raleigh Capital Management
North Carolina
$161K +$21K +399 +14%
PTC
609
Private Trust Company
Ohio
$154K +$166K +3,161 New
FMP
610
Financial Management Professionals
Texas
$148K +$23.1K +438 +17%
MRCM
611
M&R Capital Management
New Jersey
$147K +$13.3K +252 +9%
CYG
612
Clean Yield Group
Vermont
$146K – – –
BWL
613
Bogart Wealth LLC
Virginia
$143K – – –
AG
614
AIA Group
Hong Kong
$142K -$60.9K -1,158 -28%
DGAM
615
Desjardins Global Asset Management
Quebec, Canada
$133K +$95.3K +1,810 +196%
SSG
616
Summit Securities Group
New York
$132K -$47.9K -911 -25%
WT
617
Whittier Trust
California
$132K +$92.1K +1,750 +184%
CI Investments Inc
618
CI Investments Inc
Ontario, Canada
$130K -$109K -2,070 -44%
CA
619
CoreCap Advisors
Michigan
$129K +$140K +2,658 New
AW
620
ACG Wealth
Georgia
$127K +$137K +2,602 New
COCM
621
Charter Oak Capital Management
New Hampshire
$126K – – –
TFS
622
TrustCore Financial Services
Tennessee
$122K – – –
HNB
623
Huntington National Bank
Ohio
$115K +$42.1K +800 +52%
OCM
624
Orion Capital Management
California
$112K – – –
PCG
625
Private Capital Group
Connecticut
$109K +$11K +209 +10%