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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
701
Private Trust Company
Ohio
$283K – – –
VA
702
Vident Advisory
Georgia
$283K +$42.3K +523 +20%
Empower Advisory Group
703
Empower Advisory Group
Colorado
$283K -$43.7K -540 -15%
SFG
704
Sovereign Financial Group
Connecticut
$282K – – –
IA
705
IFP Advisors
Florida
$279K +$13.9K +172 +6%
AIS
706
American Investment Services
Massachusetts
$278K +$251K +3,103 New
BFM
707
Boston Financial Management
Massachusetts
$278K – – –
MMA
708
Miracle Mile Advisors
California
$277K -$2.02K -25 -0.8%
AIP
709
Ameritas Investment Partners
Nebraska
$276K -$12.9K -160 -5%
FRM
710
Fox Run Management
Connecticut
$275K +$249K +3,072 New
CI
711
Cigna Investments
Connecticut
$273K -$4.21K -52 -2%
CYG
712
Clean Yield Group
Vermont
$269K – – –
FTWA
713
Fifth Third Wealth Advisors
Ohio
$267K +$241K +2,980 New
GI
714
GAMMA Investing
California
$267K +$94.9K +1,173 +65%
FDS
715
First Dallas Securities
Texas
$267K -$192K -2,375 -44%
EDRH
716
Edmond de Rothschild Holding
Switzerland
$266K – – –
JF
717
Jump Financial
Illinois
$265K -$2.7M -33,344 -92%
IAS
718
IMA Advisory Services
Colorado
$265K – – –
DWM
719
Destination Wealth Management
California
$264K – – –
CCT
720
Capital City Trust
Florida
$263K – – –
CAG
721
Crestwood Advisors Group
Massachusetts
$263K +$567 +7 +0.2%
SIA
722
Schechter Investment Advisors
Michigan
$262K – – –
CFG
723
Cooper Financial Group
California
$262K +$162 +2 +0.1%
COCM
724
Charter Oak Capital Management
New Hampshire
$261K +$236K +2,915 New
CW
725
Channel Wealth
California
$260K -$8.09K -100 -3%