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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
TW
601
TrinityPoint Wealth
Connecticut
$247K +$9.2K +168 +4%
SI
602
Stephens Inc
Arkansas
$247K +$238K +4,353 New
CWM
603
Cornerstone Wealth Management
Missouri
$247K +$238K +4,345 New
CWM
604
Curi Wealth Management
North Carolina
$246K
TPWA
605
TRUE Private Wealth Advisors
Oregon
$245K
BFM
606
Boston Financial Management
Massachusetts
$242K -$18.6K -340 -7%
SIA
607
Soltis Investment Advisors
Utah
$241K -$1.71M -31,268 -88%
OCBCO
608
Oversea-Chinese Banking Corp (OCBC)
Singapore
$239K -$136K -2,478 -37%
KCPG
609
Kavar Capital Partners Group
Kansas
$236K -$1.13M -20,668 -83%
CWG
610
Crown Wealth Group
North Carolina
$236K
AWM
611
Avior Wealth Management
Nebraska
$236K +$2.24K +41 +1%
S
612
SignatureFD
Georgia
$234K +$38.5K +704 +21%
Koshinski Asset Management
613
Koshinski Asset Management
Illinois
$233K -$26.3K -480 -10%
BWL
614
Bogart Wealth LLC
Virginia
$232K +$1.64K +30 +0.7%
WP
615
WealthSource Partners
California
$231K +$11.2K +205 +5%
Federated Hermes
616
Federated Hermes
Pennsylvania
$228K +$145K +2,649 +194%
Tudor Investment Corp
617
Tudor Investment Corp
Connecticut
$228K +$219K +4,008 New
CBB
618
Citizens Business Bank
California
$227K
MMHP
619
Murphy Middleton Hinkle & Parker
Georgia
$227K
RIS
620
Retirement Income Solutions
Michigan
$227K
TFA
621
Toth Financial Advisory
Virginia
$225K
XWM
622
Xcel Wealth Management
Florida
$222K
PNC
623
Park National Corp
Ohio
$222K
PTC
624
Private Trust Company
Ohio
$220K +$65.6K +1,199 +45%
RCM
625
Raleigh Capital Management
North Carolina
$219K +$16.5K +301 +8%