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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
MG
676
Mather Group
Illinois
$322K +$132K +1,632 +69%
LGA
677
Lebenthal Global Advisors
New York
$319K -$6.15K -76 -2%
PTC
678
Philadelphia Trust Company
Pennsylvania
$314K
RSWA
679
Robinson Smith Wealth Advisors
Maine
$314K
BCMO
680
Buckingham Capital Management (Ohio)
Ohio
$312K
LIG
681
Lokken Investment Group
Delaware
$311K
BFA
682
Beaumont Financial Advisors
Massachusetts
$308K -$10.5K -130 -4%
IAIM
683
International Assets Investment Management
Florida
$308K +$2.83K +35 +1%
NFG
684
Nations Financial Group
Iowa
$305K
Kovitz Investment Group Partners
685
Kovitz Investment Group Partners
Illinois
$304K +$243 +3 +0.1%
CAM
686
Cresset Asset Management
Illinois
$304K +$25.7K +317 +10%
RIS
687
Retirement Income Solutions
Michigan
$300K
AMG
688
Advisors Management Group
Wisconsin
$297K -$19.4K -240 -7%
GA
689
Geller Advisors
New York
$296K +$6.39K +79 +2%
JCM
690
Jacobi Capital Management
Pennsylvania
$295K +$324 +4 +0.1%
MAS
691
Meeder Advisory Services
Ohio
$295K +$49.8K +615 +23%
TSS
692
Two Sigma Securities
New York
$293K +$2.1K +26 +0.8%
AIM
693
Aspen Investment Management
Michigan
$292K +$12.1K +150 +5%
KWS
694
Keystone Wealth Services
California
$292K
CCG
695
Cypress Capital Group
Florida
$290K
PA
696
Parallel Advisors
California
$288K +$19.7K +243 +8%
ICA
697
Infrastructure Capital Advisors
New York
$288K -$3.08K -38 -1%
TW
698
TrinityPoint Wealth
Connecticut
$287K -$89.4K -1,105 -26%
AA
699
Apriem Advisors
California
$287K
PTC
700
Private Trust Company
Ohio
$283K