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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
601
Daymark Wealth Partners
Ohio
$491K +$209K +2,104 +78%
SAM
602
Smith Asset Management
Florida
$486K -$16.4K -165 -3%
OIA
603
OneDigital Investment Advisors
Kansas
$484K -$75.2K -756 -14%
GC
604
Guggenheim Capital
Illinois
$482K -$168K -1,689 -26%
BA
605
Bridgewater Associates
Connecticut
$479K +$467K +4,694 New
HNWAG
606
High Net Worth Advisory Group
Florida
$479K – – –
JC
607
JB Capital
Connecticut
$473K -$4.48K -45 -1%
AAM
608
Augustine Asset Management
Florida
$471K +$1.59K +16 +0.3%
AU
609
AlphaGrep UK
$471K -$192K -1,928 -29%
CRC
610
Curi RMB Capital
Illinois
$469K -$24.1K -242 -5%
CA
611
Clearstead Advisors
Ohio
$468K +$280K +2,811 +159%
WSFS
612
Wilmington Savings Fund Society
Delaware
$460K – – –
AIM
613
Aspen Investment Management
Michigan
$459K +$15.3K +154 +4%
KF
614
Krilogy Financial
Missouri
$457K +$57.4K +577 +17%
GFM
615
GF Fund Management
China
$456K -$42.8K -430 -9%
QIM
616
Quest Investment Management
Oregon
$453K +$895 +9 +0.2%
ESB
617
Essex Savings Bank
Connecticut
$453K -$6.37K -64 -1%
AssetMark Inc
618
AssetMark Inc
California
$451K +$7.26K +73 +2%
MWPCG
619
Measured Wealth Private Client Group
New Hampshire
$446K -$215K -2,159 -33%
AMG
620
Advisors Management Group
Wisconsin
$439K +$126K +1,268 +42%
WANY
621
Wealthspire Advisors (New York)
New York
$438K +$426K +4,284 New
BWM
622
BCO Wealth Management
New Mexico
$437K – – –
AA
623
Advisory Advocates
Michigan
$434K -$189K -1,895 -31%
FFO
624
Fiduciary Family Office
Florida
$433K -$12.5K -126 -3%
SWP
625
Stratos Wealth Partners
Ohio
$428K -$96.7K -972 -19%