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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
SC
601
Scotia Capital
Ontario, Canada
$323K -$627 -10 -0.2%
WAP
602
Wealthcare Advisory Partners
Pennsylvania
$322K -$90.9K -1,449 -24%
Federated Hermes
603
Federated Hermes
Pennsylvania
$322K +$11.2K +179 +4%
GFG
604
Goldstone Financial Group
Illinois
$319K -$16.4K -262 -5%
WG
605
Welch Group
Alabama
$317K
WHC
606
Wulff, Hansen & Co
California
$316K -$12.5K -200 -4%
PCS
607
Personal CFO Solutions
New Jersey
$315K -$12.5K -199 -4%
AAG
608
Armstrong Advisory Group
Massachusetts
$314K
CWG
609
Crown Wealth Group
North Carolina
$307K +$15.1K +240 +6%
EI
610
EDMP Inc
Florida
$307K
PA
611
Prossimo Advisors
California
$307K -$11.3K -180 -4%
HI
612
Horizon Investments
North Carolina
$305K -$1.76K -28 -0.6%
IA
613
IFP Advisors
Florida
$304K -$10.9K -173 -4%
TPWA
614
TRUE Private Wealth Advisors
Oregon
$302K -$125 -2 -0%
TW
615
TrinityPoint Wealth
Connecticut
$298K -$7.46K -119 -3%
VCA
616
Verdence Capital Advisors
Maryland
$296K +$1.07K +17 +0.4%
AWM
617
Avior Wealth Management
Nebraska
$295K +$2.45K +39 +0.9%
CWM
618
Curi Wealth Management
North Carolina
$293K -$376 -6 -0.1%
Koshinski Asset Management
619
Koshinski Asset Management
Illinois
$292K -$7.4K -118 -3%
NFG
620
Norris Financial Group
South Carolina
$289K +$259K +4,136 New
NIM
621
NEOS Investment Management
Connecticut
$289K +$259K +4,124 New
BWL
622
Bogart Wealth LLC
Virginia
$288K
BCI
623
Brinker Capital Investments
Pennsylvania
$288K -$7.4K -118 -3%
OPS
624
Orion Portfolio Solutions
Nebraska
$288K -$7.4K -118 -3%
HCM
625
Howland Capital Management
Massachusetts
$284K