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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
WPA
626
West Paces Advisors
Georgia
$31.9K – – –
VNA
627
Valley National Advisers
Pennsylvania
$30K – – –
LF
628
Lee Financial
Texas
$28K +$22.5K +500 +333%
DTIM
629
Danda Trouve Investment Management
Kansas
$28K +$28.6K +635 New
TH
630
TCTC Holdings
Texas
$27K +$28.1K +625 New
CA
631
Clearstead Advisors
Ohio
$26K – – –
MPWT
632
MassMutual Private Wealth & Trust
Connecticut
$26K +$135 +3 +0.5%
SCM
633
Silvant Capital Management
Georgia
$24K – – –
WB
634
Webster Bank
Connecticut
$24K – – –
WWMSC
635
Wagner Wealth Management (South Carolina)
South Carolina
$23K – – –
FWM
636
Focused Wealth Management
New York
$22K +$270 +6 +1%
FA
637
Financial Avengers
California
$22K +$315 +7 +1%
CI
638
CX Institutional
Indiana
$22K +$3.06K +68 +15%
MWM
639
Mascoma Wealth Management
New Hampshire
$22K +$22.5K +500 New
DFCM
640
Dark Forest Capital Management
Puerto Rico
$21K -$353K -7,848 -94%
ST
641
Smithfield Trust
Pennsylvania
$21K – – –
KIG
642
Kowal Investment Group
Wisconsin
$21K +$22.2K +494 New
CTC
643
Central Trust Company
Missouri
$18K – – –
SL
644
Savior LLC
Massachusetts
$18K – – –
BWM
645
Baystate Wealth Management
Massachusetts
$18K +$270 +6 +1%
QCG
646
Quadrant Capital Group
Ohio
$17K -$270 -6 -2%
AA
647
AlphaMark Advisors
Kentucky
$17K – – –
EI
648
Ellevest Inc
New York
$17K +$1.4K +31 +9%
BCA
649
Berman Capital Advisors
Georgia
$17K +$2.97K +66 +20%
AF
650
Advisornet Financial
Minnesota
$16K +$17K +378 New