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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
WA
676
Waddell & Associates
Tennessee
$491K -$26.8K -219 -5%
PA
677
Parallel Advisors
California
$490K +$2.7K +22 +0.6%
AA
678
Advisory Advocates
Michigan
$489K -$46.6K -380 -9%
CA
679
Continuum Advisory
Idaho
$483K +$50.3K +410 +12%
SG
680
StoneX Group
New York
$482K +$466K +3,804 New
FCM
681
FJ Capital Management
Virginia
$482K +$468K +3,814 New
LWA
682
Ledgewood Wealth Advisors
New Hampshire
$481K
CCM
683
Compass Capital Management
Minnesota
$480K +$466K +3,800 New
IAIM
684
International Assets Investment Management
Florida
$480K -$18K -147 -4%
GWP
685
Gateway Wealth Partners
Wisconsin
$478K -$28.7K -234 -6%
HH
686
Hilltop Holdings
Texas
$477K
SWP
687
Significant Wealth Partners
Illinois
$473K +$5.88K +48 +1%
FTWA
688
Fifth Third Wealth Advisors
Ohio
$469K +$15K +122 +3%
KF
689
Krilogy Financial
Missouri
$466K -$24.4K -199 -5%
AA
690
Aire Advisors
California
$464K +$3.68K +30 +0.8%
PNC
691
Park National Corp
Ohio
$462K
SW
692
Simplicity Wealth
New Jersey
$461K -$227K -1,849 -34%
MGIA
693
Moneta Group Investment Advisors
Missouri
$459K +$445K +3,632 New
DWM
694
Dakota Wealth Management
Florida
$458K +$858 +7 +0.2%
PFG
695
Putney Financial Group
California
$456K -$6.13K -50 -1%
BRWM
696
Blue Rock Wealth Management
North Carolina
$455K
MAS
697
Meeder Advisory Services
Ohio
$453K -$18.5K -151 -4%
CFMC
698
Curbstone Financial Management Corp
New Hampshire
$453K +$440K +3,590 New
TFA
699
Teamwork Financial Advisors
Texas
$453K +$245 +2 +0.1%
Koshinski Asset Management
700
Koshinski Asset Management
Illinois
$452K