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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
676
Koshinski Asset Management
Illinois
$366K -$48.1K -484 -12%
ACA
677
Atlas Capital Advisors
Wyoming
$365K -$116K -1,167 -25%
GIA
678
Gateway Investment Advisers
Ohio
$363K +$354K +3,557 New
MCM
679
Monument Capital Management
Virginia
$363K +$398 +4 +0.1%
SB
680
Simmons Bank
Arkansas
$362K +$353K +3,545 New
PWMG
681
Prestige Wealth Management Group
New Jersey
$361K +$337K +3,389 +2,290%
PAM
682
Panagora Asset Management
Massachusetts
$360K – – –
BHC
683
Bull Harbor Capital
Maryland
$358K +$349K +3,507 New
LRIC
684
Long Road Investment Counsel
Michigan
$357K – – –
PTC
685
Philadelphia Trust Company
Pennsylvania
$357K – – –
FPCP
686
Fort Point Capital Partners
California
$356K +$344K +3,463 New
VA
687
VestGen Advisors
Illinois
$356K +$281K +2,821 New
Fisher Asset Management
688
Fisher Asset Management
Washington
$356K -$73K -734 -17%
FMI
689
Frec Markets Inc
California
$354K +$344K +3,462 New
GVAG
690
Great Valley Advisor Group
Delaware
$352K +$344K +3,453 New
FB
691
Fulton Bank
Pennsylvania
$352K +$343K +3,448 New
PFA
692
Pathway Financial Advisers
Indiana
$351K -$21K -211 -6%
CA
693
Continuum Advisory
Idaho
$348K +$57.7K +580 +20%
PWM
694
Palacios Wealth Management
Florida
$347K – – –
LSA
695
Leonteq Securities AG
Switzerland
$344K -$707K -7,103 -68%
RIS
696
Retirement Income Solutions
Michigan
$342K – – –
RIS
697
Richmond Investment Services
Wisconsin
$340K +$597 +6 +0.2%
RMDI
698
R.M. Davis Inc
Maine
$339K – – –
AI
699
Atria Investments
North Carolina
$339K +$31K +312 +10%
AIS
700
American Investment Services
Massachusetts
$337K +$20K +201 +6%