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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
RWPA
601
Richard W. Paul & Associates
Michigan
$324K -$11.9K -190 -4%
SC
602
Scotia Capital
Ontario, Canada
$323K -$627 -10 -0.2%
WAP
603
Wealthcare Advisory Partners
Pennsylvania
$322K -$90.9K -1,449 -24%
Federated Hermes
604
Federated Hermes
Pennsylvania
$322K +$11.2K +179 +4%
GFG
605
Goldstone Financial Group
Illinois
$319K -$16.4K -262 -5%
WG
606
Welch Group
Alabama
$317K – – –
WHC
607
Wulff, Hansen & Co
California
$316K -$12.5K -200 -4%
PCS
608
Personal CFO Solutions
New Jersey
$315K -$12.5K -199 -4%
AAG
609
Armstrong Advisory Group
Massachusetts
$314K – – –
CWG
610
Crown Wealth Group
North Carolina
$307K +$15.1K +240 +6%
EI
611
EDMP Inc
Florida
$307K – – –
PA
612
Prossimo Advisors
California
$307K -$11.3K -180 -4%
HI
613
Horizon Investments
North Carolina
$305K -$1.76K -28 -0.6%
IA
614
IFP Advisors
Florida
$304K -$10.9K -173 -4%
TPWA
615
TRUE Private Wealth Advisors
Oregon
$302K -$125 -2 -0%
TW
616
TrinityPoint Wealth
Connecticut
$298K -$7.46K -119 -3%
VCA
617
Verdence Capital Advisors
Maryland
$296K +$1.07K +17 +0.4%
AWM
618
Avior Wealth Management
Nebraska
$295K +$2.45K +39 +0.9%
CWM
619
Curi Wealth Management
North Carolina
$293K -$376 -6 -0.1%
Koshinski Asset Management
620
Koshinski Asset Management
Illinois
$292K -$7.4K -118 -3%
NFG
621
Norris Financial Group
South Carolina
$289K +$259K +4,136 New
NIM
622
NEOS Investment Management
Connecticut
$289K +$259K +4,124 New
BWL
623
Bogart Wealth LLC
Virginia
$288K – – –
BCI
624
Brinker Capital Investments
Pennsylvania
$288K -$7.4K -118 -3%
OPS
625
Orion Portfolio Solutions
Nebraska
$288K -$7.4K -118 -3%