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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
CTC
626
Cetera Trust Company
Minnesota
$283K +$254K +4,050 New
ACM
627
Advisors Capital Management
New Jersey
$282K +$941 +15 +0.4%
CPC
628
Consolidated Planning Corp
Georgia
$280K +$251K +4,001 New
CBB
629
Citizens Business Bank
California
$280K
S
630
Sachetta
Massachusetts
$280K +$250K +3,993 New
FA
631
FDx Advisors
Illinois
$276K -$6.59K -105 -3%
SI
632
Stephens Inc
Arkansas
$276K -$42.6K -679 -15%
PWM
633
Perigon Wealth Management
California
$275K +$25.5K +406 +12%
RCM
634
Raleigh Capital Management
North Carolina
$274K +$5.21K +83 +2%
PNC
635
Park National Corp
Ohio
$273K
Fisher Asset Management
636
Fisher Asset Management
Washington
$271K +$243K +3,867 New
OBWG
637
Onyx Bridge Wealth Group
New York
$269K +$1.63K +26 +0.7%
AA
638
Aire Advisors
California
$268K +$2.38K +38 +1%
SPC
639
Sigma Planning Corp
Michigan
$267K -$230K -3,667 -49%
LWA
640
Ledgewood Wealth Advisors
New Hampshire
$266K +$239K +3,806 New
CWP
641
Core Wealth Partners
California
$266K +$18K +287 +8%
ITC
642
Inspire Trust Company
Nevada
$266K +$238K +3,794 New
GSC
643
Grey Street Capital
Illinois
$264K
WAM
644
Walker Asset Management
Missouri
$263K +$235K +3,754 New
PTC
645
Private Trust Company
Ohio
$262K +$1.07K +17 +0.5%
TPM
646
Triasima Portfolio Management
Quebec, Canada
$259K -$31.4K -500 -12%
SB
647
Strategic Blueprint
Georgia
$254K +$690 +11 +0.3%
EGA
648
E&G Advisors
Texas
$254K -$157K -2,500 -41%
PAM
649
Panagora Asset Management
Massachusetts
$253K -$5.46K -87 -2%
BFA
650
Beaumont Financial Advisors
Massachusetts
$248K -$10.3K -164 -4%