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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
676
Kovitz Investment Group Partners
Illinois
$223K +$200K +3,191 New
WBC
677
Westpac Banking Corp
Australia
$220K – – –
SFG
678
Sovereign Financial Group
Connecticut
$220K +$197K +3,141 New
RZH
679
Relyea Zuckerberg Hanson
Connecticut
$218K +$196K +3,121 New
P
680
&Partners
Tennessee
$217K +$195K +3,110 New
CAM
681
Cresset Asset Management
Illinois
$217K +$195K +3,106 New
CI
682
Cigna Investments
Connecticut
$217K +$194K +3,095 New
BFM
683
Boston Financial Management
Massachusetts
$217K +$194K +3,100 New
XF
684
XML Financial
Maryland
$215K +$192K +3,068 New
1WM
685
1900 Wealth Management
Texas
$214K -$82.8K -1,320 -30%
LCM
686
Landscape Capital Management
New Jersey
$213K +$191K +3,044 New
PVI
687
Pine Valley Investments
New Jersey
$212K +$190K +3,025 New
MMA
688
Miracle Mile Advisors
California
$210K +$189K +3,006 New
CW
689
CreativeOne Wealth
Kansas
$210K +$188K +3,004 New
CYG
690
Clean Yield Group
Vermont
$210K – – –
CW
691
Channel Wealth
California
$210K +$188K +3,000 New
WT
692
Whittier Trust
California
$208K -$15.7K -250 -8%
MCCP
693
Mission Creek Capital Partners
California
$208K +$186K +2,972 New
TFA
694
Toth Financial Advisory
Virginia
$207K -$49K -781 -21%
IAS
695
IMA Advisory Services
Colorado
$207K +$185K +2,954 New
BBWP
696
Beacon Bridge Wealth Partners
Pennsylvania
$206K -$26.7K -425 -13%
DWM
697
Destination Wealth Management
California
$206K -$121K -1,930 -40%
DLA
698
Douglas Lane & Associates
New York
$206K +$185K +2,944 New
CCT
699
Capital City Trust
Florida
$206K +$184K +2,940 New
DWP
700
Daymark Wealth Partners
Ohio
$202K +$181K +2,883 New