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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
AF
651
Advisornet Financial
Minnesota
$34K -$4.8K -95 -11%
CT
652
Cambridge Trust
Massachusetts
$34K +$2.22K +44 +6%
AF
653
Allworth Financial
California
$34K +$22.3K +441 +132%
SWM
654
Spire Wealth Management
Virginia
$33K -$454 -9 -1%
AWM
655
Avior Wealth Management
Nebraska
$33K
TAM
656
Tucker Asset Management
Colorado
$32.8K
VNA
657
Valley National Advisers
Pennsylvania
$31K -$1.72K -34 -5%
LC
658
Lindbrook Capital
California
$28K +$2.22K +44 +7%
Bank of Montreal
659
Bank of Montreal
Ontario, Canada
$25.8K +$994K +19,691 +4%
WB
660
Webster Bank
Connecticut
$24K
FA
661
Financial Avengers
California
$24K +$353 +7 +1%
TCOV
662
Trust Company of Vermont
Vermont
$23K -$101 -2 -0.4%
FWM
663
Focused Wealth Management
New York
$23K +$151 +3 +0.6%
HBW
664
Hazlett, Burt & Watson
West Virginia
$22K
DWP
665
Destiny Wealth Partners
Florida
$22K +$25.2K +500 New
GIA
666
GHP Investment Advisors
Colorado
$21K +$303 +6 +1%
HIIFS
667
Harel Insurance Investments & Financial Services
Israel
$20K -$27.8K -550 -55%
BAM
668
Byrne Asset Management
New Jersey
$20K
GM
669
GeoWealth Management
Illinois
$20K +$3.64K +72 +19%
RTC
670
Riverview Trust Company
Washington
$19K
BWM
671
Baystate Wealth Management
Massachusetts
$19K +$303 +6 +1%
PP
672
PFS Partners
New Jersey
$18.4K
QCG
673
Quadrant Capital Group
Ohio
$18K -$2.42K -48 -11%
AA
674
AlphaMark Advisors
Kentucky
$18K
BONH
675
Bank of New Hampshire
New Hampshire
$18K