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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
601
Smith Asset Management
Florida
$486K -$16.4K -165 -3%
OIA
602
OneDigital Investment Advisors
Kansas
$484K -$75.2K -756 -14%
GC
603
Guggenheim Capital
Illinois
$482K -$168K -1,689 -26%
BA
604
Bridgewater Associates
Connecticut
$479K +$467K +4,694 New
HNWAG
605
High Net Worth Advisory Group
Florida
$479K
JC
606
JB Capital
Connecticut
$473K -$4.48K -45 -1%
AAM
607
Augustine Asset Management
Florida
$471K +$1.59K +16 +0.3%
AU
608
AlphaGrep UK
$471K -$192K -1,928 -29%
CRC
609
Curi RMB Capital
Illinois
$469K -$24.1K -242 -5%
CA
610
Clearstead Advisors
Ohio
$468K +$280K +2,811 +159%
WSFS
611
Wilmington Savings Fund Society
Delaware
$460K
AIM
612
Aspen Investment Management
Michigan
$459K +$15.3K +154 +4%
KF
613
Krilogy Financial
Missouri
$457K +$57.4K +577 +17%
GFM
614
GF Fund Management
China
$456K -$42.8K -430 -9%
QIM
615
Quest Investment Management
Oregon
$453K +$895 +9 +0.2%
ESB
616
Essex Savings Bank
Connecticut
$453K -$6.37K -64 -1%
AssetMark Inc
617
AssetMark Inc
California
$451K +$7.26K +73 +2%
MWPCG
618
Measured Wealth Private Client Group
New Hampshire
$446K -$215K -2,159 -33%
AMG
619
Advisors Management Group
Wisconsin
$439K +$126K +1,268 +42%
WANY
620
Wealthspire Advisors (New York)
New York
$438K +$426K +4,284 New
BWM
621
BCO Wealth Management
New Mexico
$437K
AA
622
Advisory Advocates
Michigan
$434K -$189K -1,895 -31%
FFO
623
Fiduciary Family Office
Florida
$433K -$12.5K -126 -3%
SWP
624
Stratos Wealth Partners
Ohio
$428K -$96.7K -972 -19%
KRS
625
Kentucky Retirement Systems
Kentucky
$426K -$435K -4,369 -24%