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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
601
Bogart Wealth LLC
Virginia
$214K – – –
HI
602
Horizon Investments
North Carolina
$213K +$211K +4,028 New
CBB
603
Citizens Business Bank
California
$212K +$210K +4,000 New
MMHP
604
Murphy Middleton Hinkle & Parker
Georgia
$212K +$210K +4,000 New
RIS
605
Retirement Income Solutions
Michigan
$212K +$210K +4,000 New
EWA
606
EP Wealth Advisors
California
$211K -$771K -14,712 -93%
HNB
607
Huntington National Bank
Ohio
$211K +$57.7K +1,101 +38%
MIM
608
Marco Investment Management
Georgia
$210K +$208K +3,978 New
RP
609
Riverwater Partners
Wisconsin
$210K +$208K +3,960 New
TFA
610
Toth Financial Advisory
Virginia
$209K – – –
Holocene Advisors
611
Holocene Advisors
New York
$209K +$207K +3,945 New
TAIM
612
TD Ameritrade Investment Management
Nebraska
$208K -$66.8K -1,274 -25%
XWM
613
Xcel Wealth Management
Florida
$207K +$205K +3,910 New
PNC
614
Park National Corp
Ohio
$207K +$205K +3,905 New
WP
615
WealthSource Partners
California
$205K +$203K +3,866 New
OBWG
616
Onyx Bridge Wealth Group
New York
$202K +$200K +3,817 New
IG
617
ING Group
Netherlands
$201K +$199K +3,801 New
AIP
618
Ameritas Investment Partners
Nebraska
$189K – – –
RCM
619
Raleigh Capital Management
North Carolina
$188K +$10.4K +199 +6%
ST
620
Smithfield Trust
Pennsylvania
$188K -$10.5K -200 -5%
S
621
SignatureFD
Georgia
$181K +$5.87K +112 +3%
BAMF
622
BI Asset Management Fondsmaeglerselskab
Denmark
$181K +$30.6K +584 +21%
SC
623
Slow Capital
California
$178K +$174K +3,323 New
DGAM
624
Desjardins Global Asset Management
Quebec, Canada
$175K +$12.5K +238 +8%
DMBA
625
Deseret Mutual Benefit Administrators
Utah
$175K – – –