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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
651
Keystone Financial Group (Kentucky)
Kentucky
$502K +$147K +1,370 +48%
JF
652
Jump Financial
Illinois
$501K +$135K +1,265 +43%
WBC
653
Westpac Banking Corp
Australia
$500K
Kovitz Investment Group Partners
654
Kovitz Investment Group Partners
Illinois
$495K +$82.7K +773 +23%
KCPG
655
Kavar Capital Partners Group
Kansas
$493K
RWPA
656
Richard W. Paul & Associates
Michigan
$490K -$21.9K -205 -5%
CWM
657
Cornerstone Wealth Management
Missouri
$489K +$107 +1 +0%
DEM
658
Disciplined Equity Management
Florida
$485K
BWL
659
Bogart Wealth LLC
Virginia
$485K -$8.02K -75 -2%
Fayez Sarofim & Co
660
Fayez Sarofim & Co
Texas
$485K -$68.1K -637 -14%
ACM
661
Advisors Capital Management
New Jersey
$483K +$2.46K +23 +0.6%
TNBTD
662
Trustmark National Bank Trust Department
Mississippi
$480K -$19.7K -184 -4%
AIM
663
Aspen Investment Management
Michigan
$479K +$82.9K +775 +24%
S
664
Sachetta
Massachusetts
$478K
CBB
665
Citizens Business Bank
California
$475K
HI
666
Horizon Investments
North Carolina
$473K -$59.7K -558 -12%
HGERS
667
Householder Group Estate & Retirement Specialist
Arizona
$470K +$10.3K +96 +2%
SEP
668
Southland Equity Partners
Missouri
$467K -$95.1K -889 -18%
MGIA
669
Moneta Group Investment Advisors
Missouri
$466K +$26.7K +250 +7%
CWP
670
Core Wealth Partners
California
$465K +$1.28K +12 +0.3%
RWB
671
RMR Wealth Builders
New Jersey
$465K -$27.1K -253 -6%
PNC
672
Park National Corp
Ohio
$464K
AAIS
673
ABN AMRO Investment Solutions
$464K +$417K +3,901 New
CWG
674
Cornerstone Wealth Group
North Carolina
$462K +$428 +4 +0.1%
LP
675
LMR Partners
United Kingdom
$462K -$1.31M -12,241 -76%