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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
651
BerganKDV Wealth Management
Minnesota
$8K +$168 +4 +2%
PWMG
652
Prestige Wealth Management Group
New Jersey
$7K -$14.3K -340 -66%
FMII
653
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
TWA
654
TCI Wealth Advisors
Arizona
$7K – – –
CHA
655
Carmichael Hill & Associates
Maryland
$6K – – –
CFO
656
CVA Family Office
Colorado
$6K – – –
EARNEST Partners
657
EARNEST Partners
Georgia
$6K – – –
CAGAS
658
Capital Advisory Group Advisory Services
Minnesota
$6K +$42 +1 +0.7%
LF
659
Lee Financial
Texas
$6K +$6.29K +150 New
AssetMark Inc
660
AssetMark Inc
California
$5K – – –
GAM
661
Gemmer Asset Management
California
$5K – – –
HWMA
662
Heritage Wealth Management (Arizona)
Arizona
$5K – – –
BEI
663
Benjamin Edwards Inc
Missouri
$5K +$84 +2 +2%
AWM
664
Avior Wealth Management
Nebraska
$5K +$2.94K +70 +101%
ME
665
McIlrath & Eck
Washington
$4K -$2.1K -50 -33%
FI
666
FormulaFolio Investments
Michigan
$4K – – –
HI
667
Hudock Inc
Pennsylvania
$4K +$42 +1 +1%
HC
668
Hoese & Co
Minnesota
$4K +$4.19K +100 New
LPWM
669
Lake Point Wealth Management
Texas
$4K +$4.19K +100 New
TCM
670
Tradewinds Capital Management
Washington
$4K +$4.19K +100 New
ZB
671
Zions Bancorporation
Utah
$3K -$168 -4 -5%
FHC
672
First Horizon Corporation
Tennessee
$3K – – –
GWS
673
Glassman Wealth Services
Virginia
$3K +$2.39K +57 +518%
SSB
674
Sandy Spring Bank
Maryland
$2K – – –
SCA
675
Stonebridge Capital Advisors
Minnesota
$2K +$1.51K +36 New