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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
626
Howland Capital Management
Massachusetts
$284K – – –
CTC
627
Cetera Trust Company
Minnesota
$283K +$254K +4,050 New
ACM
628
Advisors Capital Management
New Jersey
$282K +$941 +15 +0.4%
CPC
629
Consolidated Planning Corp
Georgia
$280K +$251K +4,001 New
CBB
630
Citizens Business Bank
California
$280K – – –
S
631
Sachetta
Massachusetts
$280K +$250K +3,993 New
FA
632
FDx Advisors
Illinois
$276K -$6.59K -105 -3%
SI
633
Stephens Inc
Arkansas
$276K -$42.6K -679 -15%
PWM
634
Perigon Wealth Management
California
$275K +$25.5K +406 +12%
RCM
635
Raleigh Capital Management
North Carolina
$274K +$5.21K +83 +2%
PNC
636
Park National Corp
Ohio
$273K – – –
Fisher Asset Management
637
Fisher Asset Management
Washington
$271K +$243K +3,867 New
OBWG
638
Onyx Bridge Wealth Group
New York
$269K +$1.63K +26 +0.7%
AA
639
Aire Advisors
California
$268K +$2.38K +38 +1%
SPC
640
Sigma Planning Corp
Michigan
$267K -$230K -3,667 -49%
LWA
641
Ledgewood Wealth Advisors
New Hampshire
$266K +$239K +3,806 New
CWP
642
Core Wealth Partners
California
$266K +$18K +287 +8%
ITC
643
Inspire Trust Company
Nevada
$266K +$238K +3,794 New
GSC
644
Grey Street Capital
Illinois
$264K – – –
WAM
645
Walker Asset Management
Missouri
$263K +$235K +3,754 New
PTC
646
Private Trust Company
Ohio
$262K +$1.07K +17 +0.5%
TPM
647
Triasima Portfolio Management
Quebec, Canada
$259K -$31.4K -500 -12%
SB
648
Strategic Blueprint
Georgia
$254K +$690 +11 +0.3%
EGA
649
E&G Advisors
Texas
$254K -$157K -2,500 -41%
PAM
650
Panagora Asset Management
Massachusetts
$253K -$5.46K -87 -2%