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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
626
World Investment Advisors
California
$554K +$499K +4,664 New
ASC
627
Atalanta Sosnoff Capital
New York
$552K – – –
SPC
628
Sigma Planning Corp
Michigan
$547K -$78.7K -736 -14%
TVM
629
True Vision MN
Minnesota
$543K +$51.9K +485 +12%
GFG
630
Goldstone Financial Group
Illinois
$540K -$9.41K -88 -2%
AIA
631
Armor Investment Advisors
North Carolina
$539K -$20.9K -195 -4%
WG
632
Welch Group
Alabama
$538K – – –
TFA
633
Teamwork Financial Advisors
Texas
$535K -$21.6K -202 -4%
Vontobel Holding
634
Vontobel Holding
Switzerland
$535K +$481K +4,500 New
SC
635
Scotia Capital
Ontario, Canada
$534K -$3.1K -29 -0.6%
PPP
636
Private Portfolio Partners
New Jersey
$532K +$479K +4,480 New
LAM
637
LifePro Asset Management
California
$530K +$321 +3 +0.1%
JCIA
638
Jackson Creek Investment Advisors
Colorado
$529K +$477K +4,455 New
SF
639
Summit Financial
New Jersey
$525K +$21.8K +204 +5%
HFM
640
Hartford Funds Management
Pennsylvania
$523K +$37.9K +354 +9%
EI
641
EDMP Inc
Florida
$521K – – –
Koshinski Asset Management
642
Koshinski Asset Management
Illinois
$519K +$3.64K +34 +0.8%
SI
643
Stephens Inc
Arkansas
$518K +$321 +3 +0.1%
PWM
644
Perigon Wealth Management
California
$516K +$17.1K +160 +4%
AAG
645
Armstrong Advisory Group
Massachusetts
$515K – – –
BSTWA
646
Blake Schutter Theil Wealth Advisors
Ohio
$514K +$462K +4,322 New
SWM
647
Sculati Wealth Management
Michigan
$513K -$58.8K -550 -11%
RCM
648
Raleigh Capital Management
North Carolina
$511K +$11.4K +107 +3%
AFG
649
Atomi Financial Group
New York
$508K +$42.4K +396 +10%
NI
650
NCP Inc
California
$506K +$2.25K +21 +0.5%