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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
701
Private Capital Group
Connecticut
$14K -$2.55K -54 -17%
HIA
702
Harbor Investment Advisory
Maryland
$14K – – –
IFAM
703
Institutional & Family Asset Management
Colorado
$14K – – –
BIA
704
Bell Investment Advisors
California
$13K +$4.4K +93 +63%
JWA
705
JFS Wealth Advisors
Pennsylvania
$12K – – –
LS
706
Leelyn Smith
Illinois
$12K – – –
KTC
707
Kistler-Tiffany Companies
Pennsylvania
$12K +$189 +4 +2%
BWM
708
BerganKDV Wealth Management
Minnesota
$11K +$95 +2 +1%
ETI
709
Enterprise Trust & Investment
California
$10K +$9.45K +200 New
LWCFA
710
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K +$9.45K +200 New
PWMG
711
Prestige Wealth Management Group
New Jersey
$9K – – –
DHGWA
712
Dixon Hughes Goodman Wealth Advisors
North Carolina
$9K +$8.27K +175 New
FMII
713
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
KA
714
Kozak & Associates
Colorado
$8K +$95 +2 +1%
TCM
715
Tradewinds Capital Management
Washington
$8K +$1.65K +35 +30%
CFO
716
CVA Family Office
Colorado
$8K +$6.85K +145 New
AssetMark Inc
717
AssetMark Inc
California
$7K – – –
AWM
718
Avior Wealth Management
Nebraska
$7K – – –
CHA
719
Carmichael Hill & Associates
Maryland
$7K – – –
EARNEST Partners
720
EARNEST Partners
Georgia
$7K – – –
BEI
721
Benjamin Edwards Inc
Missouri
$7K +$95 +2 +2%
EIP
722
Ellis Investment Partners
Pennsylvania
$6K +$5.48K +116 New
WPA
723
West Paces Advisors
Georgia
$5.91K -$29.4K -621 -85%
DAC
724
Dividend Assets Capital
South Carolina
$5K -$4.73K -100 -50%
HC
725
Hoese & Co
Minnesota
$5K – – –