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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
SN
651
Sittner & Nelson
Oregon
$52K
AW
652
Avion Wealth
Texas
$51K -$9.45K -200 -17%
NSIM
653
North Star Investment Management
Illinois
$51K
DGAM
654
Desjardins Global Asset Management
Quebec, Canada
$51K +$46.3K +979 New
Capstone Investment Advisors
655
Capstone Investment Advisors
New York
$50K -$445K -9,423 -91%
TWM
656
Tradition Wealth Management
Minnesota
$50K +$567 +12 +1%
PO
657
Private Ocean
California
$47K
TWA
658
TCI Wealth Advisors
Arizona
$47K +$378 +8 +0.9%
SIS
659
Sound Income Strategies
Florida
$46K -$2.69K -57 -6%
CA
660
Clearstead Advisors
Ohio
$44K +$10.7K +226 +37%
HR
661
Howe & Rusling
New York
$42K
CFB
662
Cullen/Frost Bankers
Texas
$42K +$37.8K +800 New
Group One Trading
663
Group One Trading
Illinois
$37K +$33.2K +702 New
MRCM
664
M&R Capital Management
New Jersey
$37K +$33.7K +714 New
VNA
665
Valley National Advisers
Pennsylvania
$36K
TH
666
TCTC Holdings
Texas
$33K
EI
667
Ellevest Inc
New York
$33K +$11.9K +252 +65%
MPWT
668
MassMutual Private Wealth & Trust
Connecticut
$32K +$851 +18 +3%
GEA
669
Glen Eagle Advisors
New Jersey
$30.6K -$86.6K -1,832 -76%
SCM
670
Silvant Capital Management
Georgia
$29K
WB
671
Webster Bank
Connecticut
$29K
Loomis, Sayles & Company
672
Loomis, Sayles & Company
Massachusetts
$28K -$1.7M -36,073 -99%
FWM
673
Focused Wealth Management
New York
$27K +$189 +4 +0.8%
FA
674
Financial Avengers
California
$27K +$378 +8 +2%
CP
675
Corbenic Partners
Pennsylvania
$27K +$24.3K +514 New