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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
FRM
626
Fox Run Management
Connecticut
$603K -$1.22M -9,964 -68%
LW
627
Linscomb Wealth
Texas
$601K -$24.2K -197 -4%
SAM
628
Smith Asset Management
Florida
$601K
FGP
629
Freestone Grove Partners
California
$600K +$583K +4,753 New
HNWAG
630
High Net Worth Advisory Group
Florida
$593K
KFA
631
Kapstone Financial Advisors
Ohio
$591K -$33.8K -276 -6%
MWM
632
Mission Wealth Management
California
$588K +$210K +1,709 +58%
HP
633
Havemeyer Place
Connecticut
$582K -$1.28M -10,472 -69%
CRC
634
Curi RMB Capital
Illinois
$580K +$736 +6 +0.1%
WSFS
635
Wilmington Savings Fund Society
Delaware
$573K +$3.92K +32 +0.7%
AS
636
Altshuler Shaham
Israel
$571K +$1.88M +15,315 New
PWMA
637
Pension & Wealth Management Advisors
Massachusetts
$569K +$62.6K +511 +13%
ASC
638
Atalanta Sosnoff Capital
New York
$569K -$70K -571 -11%
ESB
639
Essex Savings Bank
Connecticut
$562K +$1.96K +16 +0.4%
CWG
640
Cornerstone Wealth Group
North Carolina
$558K +$27.1K +221 +5%
AA
641
Advisory Alpha
Michigan
$552K +$36.3K +296 +7%
GS
642
GTS Securities
Florida
$552K -$363K -2,963 -40%
MWPCG
643
Measured Wealth Private Client Group
New Hampshire
$551K
AAM
644
Augustine Asset Management
Florida
$543K -$38.6K -315 -7%
Group One Trading
645
Group One Trading
Illinois
$541K -$107K -870 -17%
PWM
646
Perigon Wealth Management
California
$540K +$64.7K +528 +14%
BWM
647
BCO Wealth Management
New Mexico
$540K
MMA
648
Miracle Mile Advisors
California
$540K +$85.3K +696 +19%
KWM
649
Kingsview Wealth Management
Oregon
$539K -$265K -2,161 -34%
SI
650
Stephens Inc
Arkansas
$538K +$76.5K +624 +17%