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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
NP
601
Ninepoint Partners
Ontario, Canada
$213K -$39.8K -789 -16%
Capstone Investment Advisors
602
Capstone Investment Advisors
New York
$212K +$137K +2,704 +175%
TW
603
TrinityPoint Wealth
Connecticut
$207K +$210K +4,160 New
MGIA
604
Moneta Group Investment Advisors
Missouri
$207K +$192K +3,795 New
Carson Wealth (CWM LLC)
605
Carson Wealth (CWM LLC)
Nebraska
$207K +$38.1K +755 +22%
CWG
606
Crown Wealth Group
North Carolina
$207K +$209K +4,150 New
DWM
607
Destination Wealth Management
California
$204K +$207K +4,095 New
BFEC
608
Benjamin F. Edwards & Company
Missouri
$203K -$3.18K -63 -2%
SB
609
Strategic Blueprint
Georgia
$202K +$205K +4,058 New
IA
610
IFP Advisors
Florida
$202K -$5.6K -111 -2%
LWAC
611
Laurel Wealth Advisors (California)
California
$202K +$205K +4,056 New
LW
612
Linscomb Wealth
Texas
$202K +$204K +4,051 New
BWL
613
Bogart Wealth LLC
Virginia
$202K – – –
TFA
614
Toth Financial Advisory
Virginia
$197K – – –
ST
615
Smithfield Trust
Pennsylvania
$188K -$14.4K -286 -7%
AIP
616
Ameritas Investment Partners
Nebraska
$187K – – –
EI
617
Ellevest Inc
New York
$185K -$11.7K -232 -6%
MRCM
618
M&R Capital Management
New Jersey
$181K +$8.58K +170 +5%
BAM
619
Belpointe Asset Management
Nevada
$181K +$46.2K +916 +34%
RCM
620
Raleigh Capital Management
North Carolina
$167K -$4.29K -85 -2%
S
621
SignatureFD
Georgia
$165K -$5.1K -101 -3%
SWA
622
Sutton Wealth Advisors
Florida
$165K – – –
DMBA
623
Deseret Mutual Benefit Administrators
Utah
$165K -$106K -2,104 -39%
PTC
624
Private Trust Company
Ohio
$159K +$1.72K +34 +1%
IGWM
625
ICA Group Wealth Management
Colorado
$159K +$161K +3,189 New