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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
676
Ledgewood Wealth Advisors
New Hampshire
$390K
CBB
677
Citizens Business Bank
California
$390K
NAM
678
Nexpoint Asset Management
Texas
$390K
CWG
679
Crown Wealth Group
North Carolina
$388K -$1.79K -19 -0.5%
MAS
680
Meeder Advisory Services
Ohio
$381K +$45.3K +481 +15%
SC
681
SummitTX Capital
Texas
$380K +$349K +3,700 New
RWB
682
RMR Wealth Builders
New Jersey
$377K
CTC
683
Cetera Trust Company
Minnesota
$375K +$3.3K +35 +1%
SI
684
Severin Investments
Missouri
$374K +$1.41K +15 +0.4%
PCG
685
Prosperity Consulting Group
Maryland
$374K +$344K +3,645 New
Fayez Sarofim & Co
686
Fayez Sarofim & Co
Texas
$373K -$64.5K -684 -16%
SB
687
Strategic Blueprint
Georgia
$372K +$2.92K +31 +0.9%
BRWM
688
Blue Rock Wealth Management
North Carolina
$369K
GCP
689
GSA Capital Partners
United Kingdom
$364K +$334K +3,548 New
AA
690
Aire Advisors
California
$363K +$3.11K +33 +0.9%
PWM
691
Palacios Wealth Management
Florida
$362K
PAM
692
Panagora Asset Management
Massachusetts
$361K -$166K -1,765 -33%
PTC
693
Philadelphia Trust Company
Pennsylvania
$359K
LRIC
694
Long Road Investment Counsel
Michigan
$359K
LIG
695
Lokken Investment Group
Delaware
$357K
NI
696
Natural Investments
California
$356K +$2.26K +24 +0.7%
CBA
697
Coastal Bridge Advisors
Connecticut
$354K +$27.8K +295 +9%
DT
698
Diversified Trust
Tennessee
$354K +$325K +3,452 New
WA
699
Wambolt & Associates
Colorado
$351K -$51K -541 -13%
EWM
700
Empirical Wealth Management
Washington
$349K +$321K +3,405 New