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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
701
Institutional & Family Asset Management
Colorado
$14K
Manulife (Manufacturers Life Insurance)
702
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.2K -$380K -8,048 -3%
BIA
703
Bell Investment Advisors
California
$13K +$4.4K +93 +63%
JWA
704
JFS Wealth Advisors
Pennsylvania
$12K
LS
705
Leelyn Smith
Illinois
$12K
KTC
706
Kistler-Tiffany Companies
Pennsylvania
$12K +$189 +4 +2%
BWM
707
BerganKDV Wealth Management
Minnesota
$11K +$95 +2 +1%
ETI
708
Enterprise Trust & Investment
California
$10K +$9.45K +200 New
LWCFA
709
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K +$9.45K +200 New
PWMG
710
Prestige Wealth Management Group
New Jersey
$9K
DHGWA
711
Dixon Hughes Goodman Wealth Advisors
North Carolina
$9K +$8.27K +175 New
FMII
712
Farmers & Merchants Investments Inc
Nebraska
$8K
KA
713
Kozak & Associates
Colorado
$8K +$95 +2 +1%
TCM
714
Tradewinds Capital Management
Washington
$8K +$1.65K +35 +30%
CFO
715
CVA Family Office
Colorado
$8K +$6.85K +145 New
AssetMark Inc
716
AssetMark Inc
California
$7K
AWM
717
Avior Wealth Management
Nebraska
$7K
CHA
718
Carmichael Hill & Associates
Maryland
$7K
EARNEST Partners
719
EARNEST Partners
Georgia
$7K
BEI
720
Benjamin Edwards Inc
Missouri
$7K +$95 +2 +2%
EIP
721
Ellis Investment Partners
Pennsylvania
$6K +$5.48K +116 New
WPA
722
West Paces Advisors
Georgia
$5.91K -$29.4K -621 -85%
DAC
723
Dividend Assets Capital
South Carolina
$5K -$4.73K -100 -50%
HC
724
Hoese & Co
Minnesota
$5K
LPWM
725
Lake Point Wealth Management
Texas
$5K