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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
626
Lido Advisors
California
$238K +$245K +4,004 New
ACM
627
Advisors Capital Management
New Jersey
$238K +$15.7K +257 +7%
CBB
628
Citizens Business Bank
California
$238K – – –
MMHP
629
Murphy Middleton Hinkle & Parker
Georgia
$238K – – –
RIS
630
Retirement Income Solutions
Michigan
$238K – – –
ST
631
Somerset Trust
Pennsylvania
$234K +$241K +3,938 New
PNC
632
Park National Corp
Ohio
$232K – – –
AAS
633
Ameritas Advisory Services
Nebraska
$230K +$236K +3,868 New
RCM
634
Raleigh Capital Management
North Carolina
$228K -$1.65K -27 -0.7%
OBWG
635
Onyx Bridge Wealth Group
New York
$227K +$2.63K +43 +1%
AA
636
Aire Advisors
California
$225K +$2.32K +38 +1%
NFG
637
Nations Financial Group
Iowa
$225K +$3.06K +50 +1%
GSC
638
Grey Street Capital
Illinois
$224K – – –
TFA
639
Toth Financial Advisory
Virginia
$223K -$12.8K -210 -5%
PTC
640
Private Trust Company
Ohio
$221K -$9.29K -152 -4%
MGIA
641
Moneta Group Investment Advisors
Missouri
$220K -$3.12K -51 -1%
BFA
642
Beaumont Financial Advisors
Massachusetts
$220K +$122 +2 +0.1%
ECM
643
Evergreen Capital Management
Washington
$220K +$7.15K +117 +3%
SAM
644
Seelaus Asset Management
New Jersey
$220K -$62.6K -1,024 -22%
PAM
645
Panagora Asset Management
Massachusetts
$220K +$244 +4 +0.1%
PA
646
Parallel Advisors
California
$217K -$51.8K -848 -19%
NP
647
NorthRock Partners
Minnesota
$216K +$222K +3,637 New
SB
648
Strategic Blueprint
Georgia
$215K +$4.83K +79 +2%
S
649
SignatureFD
Georgia
$213K -$32.7K -535 -13%
AIP
650
Ameritas Investment Partners
Nebraska
$213K – – –