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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
TL
601
Tradewinds LLC
North Carolina
$262K +$270K +4,415 New
HI
602
Horizon Investments
North Carolina
$261K -$1.65K -27 -0.6%
EI
603
EDMP Inc
Florida
$261K – – –
1WM
604
1900 Wealth Management
Texas
$261K +$268K +4,385 New
TW
605
TrinityPoint Wealth
Connecticut
$260K +$1.53K +25 +0.6%
BCI
606
Brinker Capital Investments
Pennsylvania
$258K -$6.6K -108 -2%
OPS
607
Orion Portfolio Solutions
Nebraska
$258K -$6.6K -108 -2%
TPWA
608
TRUE Private Wealth Advisors
Oregon
$257K +$306 +5 +0.1%
PA
609
Profund Advisors
Maryland
$256K -$11.5K -189 -4%
Koshinski Asset Management
610
Koshinski Asset Management
Illinois
$255K +$11.5K +188 +5%
IGAM
611
iA Global Asset Management
Quebec, Canada
$255K -$62.2K -1,018 -19%
BCM
612
BTC Capital Management
Iowa
$253K -$67.1K -1,098 -21%
IRC
613
Investors Research Corp
Georgia
$251K -$167K -2,725 -39%
VCA
614
Verdence Capital Advisors
Maryland
$250K -$37.9K -620 -13%
TPM
615
Triasima Portfolio Management
Quebec, Canada
$250K +$257K +4,200 New
CWM
616
Curi Wealth Management
North Carolina
$250K -$7.94K -130 -3%
BBP
617
Banco BTG Pactual
Brazil
$249K +$256K +4,193 New
VAS
618
Vestmark Advisory Solutions
Massachusetts
$249K -$431K -7,047 -63%
AWM
619
Avior Wealth Management
Nebraska
$249K +$2.14K +35 +0.8%
FMAEN1
620
Fund Management at Engine No 1
California
$248K +$22.9K +375 +10%
CWG
621
Crown Wealth Group
North Carolina
$247K – – –
KCPG
622
Kavar Capital Partners Group
Kansas
$247K – – –
BWL
623
Bogart Wealth LLC
Virginia
$244K +$2.02K +33 +0.8%
HCM
624
Howland Capital Management
Massachusetts
$241K -$36.7K -600 -13%
FA
625
FDx Advisors
Illinois
$241K +$13.3K +218 +6%