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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
701
JFS Wealth Advisors
Pennsylvania
$18K
GM
702
GeoWealth Management
Illinois
$18K +$2.84K +54 +17%
PSB
703
Piscataqua Savings Bank
New Hampshire
$17K
GLLW
704
Graves Light Lenhart Wealth
Virginia
$16K
PK
705
Pflug Koory
Nebraska
$16K
WTC
706
WhitTier Trust Company
Nevada
$16K +$210 +4 +1%
AF
707
Allworth Financial
California
$16K +$16.5K +313 +1,490%
BDWM
708
Brewin Dolphin Wealth Management
Ireland
$16K +$17.1K +325 New
ETC
709
Exchange Traded Concepts
Oklahoma
$15K +$4.32K +82 +36%
IWP
710
IAG Wealth Partners
Wisconsin
$14K
HIA
711
Harbor Investment Advisory
Maryland
$13K
IFAM
712
Institutional & Family Asset Management
Colorado
$13K
QC
713
Quent Capital
New York
$12K
ZB
714
Zions Bancorporation
Utah
$12K +$8.37K +159 +166%
CCM
715
Covington Capital Management
California
$11K -$2.37K -45 -16%
KTC
716
Kistler-Tiffany Companies
Pennsylvania
$11K +$158 +3 +1%
HWMA
717
Heritage Wealth Management (Arizona)
Arizona
$10.7K +$5.47K +104 +90%
BWM
718
BerganKDV Wealth Management
Minnesota
$10K +$105 +2 +1%
GKIM
719
GW&K Investment Management
Massachusetts
$10K +$2.1K +40 +24%
AssetMark Inc
720
AssetMark Inc
California
$10K +$3.84K +73 +54%
BTI
721
Blue Trust Inc
Georgia
$10K +$9.16K +174 New
HWA
722
HHM Wealth Advisors
Tennessee
$10K +$10.5K +200 New
TCWM
723
Total Clarity Wealth Management
Illinois
$10K +$10.5K +200 New
PWMG
724
Prestige Wealth Management Group
New Jersey
$9K +$2.37K +45 +30%
Cohen & Steers
725
Cohen & Steers
New York
$8K -$241K -4,586 -97%