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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
PG
651
Proffitt & Goodson
Tennessee
$59K +$53.5K +1,131 New
UB
652
UMB Bank
Missouri
$58K +$52.7K +1,116 New
GWSG
653
GPS Wealth Strategies Group
Colorado
$56K +$378 +8 +0.8%
SN
654
Sittner & Nelson
Oregon
$52K – – –
AW
655
Avion Wealth
Texas
$51K -$9.45K -200 -17%
NSIM
656
North Star Investment Management
Illinois
$51K – – –
DGAM
657
Desjardins Global Asset Management
Quebec, Canada
$51K +$46.3K +979 New
Capstone Investment Advisors
658
Capstone Investment Advisors
New York
$50K -$445K -9,423 -91%
TWM
659
Tradition Wealth Management
Minnesota
$50K +$567 +12 +1%
PO
660
Private Ocean
California
$47K – – –
TWA
661
TCI Wealth Advisors
Arizona
$47K +$378 +8 +0.9%
SIS
662
Sound Income Strategies
Florida
$46K -$2.69K -57 -6%
CA
663
Clearstead Advisors
Ohio
$44K +$10.7K +226 +37%
HR
664
Howe & Rusling
New York
$42K – – –
CFB
665
Cullen/Frost Bankers
Texas
$42K +$37.8K +800 New
Group One Trading
666
Group One Trading
Illinois
$37K +$33.2K +702 New
MRCM
667
M&R Capital Management
New Jersey
$37K +$33.7K +714 New
VNA
668
Valley National Advisers
Pennsylvania
$36K – – –
TH
669
TCTC Holdings
Texas
$33K – – –
EI
670
Ellevest Inc
New York
$33K +$11.9K +252 +65%
MPWT
671
MassMutual Private Wealth & Trust
Connecticut
$32K +$851 +18 +3%
GEA
672
Glen Eagle Advisors
New Jersey
$30.6K -$86.6K -1,832 -76%
SCM
673
Silvant Capital Management
Georgia
$29K – – –
WB
674
Webster Bank
Connecticut
$29K – – –
Loomis, Sayles & Company
675
Loomis, Sayles & Company
Massachusetts
$28K -$1.7M -36,073 -99%