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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
WBC
701
Westpac Banking Corp
Australia
$258K +$5.14K +71 +2%
CPC
702
Consolidated Planning Corp
Georgia
$258K -$57.2K -790 -20%
AA
703
Apriem Advisors
California
$257K
PTC
704
Private Trust Company
Ohio
$253K -$42K -580 -16%
SFG
705
Sovereign Financial Group
Connecticut
$252K +$72 +1 +0%
RZH
706
Relyea Zuckerberg Hanson
Connecticut
$251K +$290 +4 +0.1%
CW
707
CreativeOne Wealth
Kansas
$250K +$8.18K +113 +4%
MMA
708
Miracle Mile Advisors
California
$250K +$7.6K +105 +3%
CI
709
Cigna Investments
Connecticut
$249K
AIM
710
Aspen Investment Management
Michigan
$249K +$225K +3,110 New
BFM
711
Boston Financial Management
Massachusetts
$249K
CAM
712
Cresset Asset Management
Illinois
$246K -$2.53K -35 -1%
GVAG
713
Great Valley Advisor Group
Delaware
$245K +$221K +3,052 New
OTL
714
Oak Thistle LLC
New York
$244K +$220K +3,039 New
FA
715
FDx Advisors
Illinois
$242K -$67.7K -936 -24%
CW
716
Channel Wealth
California
$241K
CYG
717
Clean Yield Group
Vermont
$241K
WT
718
Whittier Trust
California
$239K
PA
719
Parallel Advisors
California
$239K +$6.88K +95 +3%
EDRH
720
Edmond de Rothschild Holding
Switzerland
$238K +$86.3K +1,193 +67%
IAS
721
IMA Advisory Services
Colorado
$237K
TPM
722
Triasima Portfolio Management
Quebec, Canada
$237K -$54.3K -750 -20%
DWM
723
Destination Wealth Management
California
$236K
IA
724
IFP Advisors
Florida
$236K -$102K -1,404 -32%
DLA
725
Douglas Lane & Associates
New York
$236K