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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
701
Curbstone Financial Management Corp
New Hampshire
$453K +$440K +3,590 New
TFA
702
Teamwork Financial Advisors
Texas
$453K +$245 +2 +0.1%
Koshinski Asset Management
703
Koshinski Asset Management
Illinois
$452K – – –
ACA
704
Atlas Capital Advisors
Wyoming
$452K – – –
AIA
705
Armor Investment Advisors
North Carolina
$451K -$24.5K -200 -5%
NI
706
Natural Investments
California
$450K -$66.2K -540 -13%
BAAM
707
Baker Avenue Asset Management
California
$444K +$76.4K +623 +22%
LRIC
708
Long Road Investment Counsel
Michigan
$442K – – –
PTC
709
Philadelphia Trust Company
Pennsylvania
$442K – – –
ETC
710
Exchange Traded Concepts
Oklahoma
$437K +$81.8K +667 +24%
FB
711
Fulton Bank
Pennsylvania
$436K – – –
PFA
712
Pathway Financial Advisers
Indiana
$435K +$1.23K +10 +0.3%
FPCP
713
Fort Point Capital Partners
California
$431K -$8.95K -73 -2%
LA
714
LBP AM
France
$428K -$182K -1,482 -30%
SFS
715
Sowell Financial Services
Arkansas
$425K +$12.4K +101 +3%
RMDI
716
R.M. Davis Inc
Maine
$419K – – –
AIS
717
American Investment Services
Massachusetts
$417K – – –
GIM
718
Groesbeck Investment Management
New Jersey
$415K +$403K +3,284 New
CTC
719
Cetera Trust Company
Minnesota
$415K – – –
SWP
720
Sagespring Wealth Partners
Tennessee
$415K -$49.5K -404 -11%
PFPG
721
Pinnacle Financial Partners (Georgia)
Georgia
$414K +$8.95K +73 +2%
MG
722
Mather Group
Illinois
$414K +$22.1K +180 +6%
WANY
723
Wealthspire Advisors (New York)
New York
$408K -$129K -1,051 -25%
LWAM
724
Legacy Wealth Asset Management
Minnesota
$408K +$396K +3,231 New
FM
725
Foster & Motley
Ohio
$406K -$8.58K -70 -2%