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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
601
TD Private Client Wealth
New York
$630K -$482K -4,104 -41%
NFG
602
Nations Financial Group
Iowa
$626K -$28.8K -245 -4%
FCP
603
Fidelis Capital Partners
Florida
$625K +$32.8K +279 +5%
GFG
604
Goldstone Financial Group
Illinois
$615K +$153K +1,304 +29%
EE
605
EWG Elevate
California
$614K -$25.8K -220 -4%
WLG
606
Williamson Legacy Group
Indiana
$613K +$685K +5,834 New
SWM
607
SeaCrest Wealth Management
New York
$609K -$70K -596 -9%
BP
608
Ballentine Partners
Massachusetts
$608K +$45.6K +388 +7%
STA
609
Summit Trail Advisors
New York
$604K +$109K +927 +19%
OIA
610
OneDigital Investment Advisors
Kansas
$599K -$33.7K -287 -5%
KWM
611
Kingsview Wealth Management
Oregon
$593K -$22.4K -191 -3%
GSIAS
612
Garden State Investment Advisory Services
New Jersey
$588K -$12.8K -109 -2%
Fisher Asset Management
613
Fisher Asset Management
Washington
$587K +$656K +5,587 New
PFA
614
Pinnacle Family Advisors
Missouri
$585K +$10.7K +91 +2%
BBHC
615
Brown Brothers Harriman & Co
New York
$584K -$350K -2,978 -35%
Fidelity International
616
Fidelity International
Bermuda
$583K +$577K +4,908 +768%
KFA
617
Kapstone Financial Advisors
Ohio
$583K +$470 +4 +0.1%
FMP
618
Financial Management Professionals
Texas
$571K +$69.2K +589 +12%
RL
619
Retireful LLC
Michigan
$570K -$55K -468 -8%
RMDI
620
R.M. Davis Inc
Maine
$569K -$31.5K -268 -5%
ACA
621
Aptus Capital Advisors
Alabama
$564K +$313K +2,661 +99%
SAM
622
Secure Asset Management
Michigan
$563K +$14.9K +127 +2%
ECM
623
Estabrook Capital Management
New York
$561K -$82.2K -700 -12%
GFM
624
GF Fund Management
China
$560K +$626K +5,330 New
GSEP
625
Golden State Equity Partners
California
$557K -$13.3K -113 -2%