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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
701
Panagora Asset Management
Massachusetts
$427K -$642 -6 -0.2%
CFMC
702
Curbstone Financial Management Corp
New Hampshire
$427K +$384K +3,590 New
MG
703
Marex Group
$425K -$7.33M -68,522 -95%
IA
704
IFP Advisors
Florida
$424K +$47.9K +448 +14%
Wolverine Trading
705
Wolverine Trading
Illinois
$423K -$758K -7,089 -66%
TPWA
706
TRUE Private Wealth Advisors
Oregon
$420K -$72.4K -677 -16%
LGA
707
Lebenthal Global Advisors
New York
$419K -$3.21K -30 -0.8%
PTC
708
Philadelphia Trust Company
Pennsylvania
$416K
BCMO
709
Buckingham Capital Management (Ohio)
Ohio
$414K
MWM
710
Mission Wealth Management
California
$414K +$119K +1,110 +47%
LIG
711
Lokken Investment Group
Delaware
$413K
PFA
712
Pure Financial Advisors
California
$409K +$368K +3,441 New
BFA
713
Beaumont Financial Advisors
Massachusetts
$409K
OTL
714
Oak Thistle LLC
New York
$407K +$366K +3,421 New
GA
715
Geller Advisors
New York
$403K +$10.3K +96 +3%
CAM
716
Cresset Asset Management
Illinois
$403K
RIS
717
Retirement Income Solutions
Michigan
$398K
MPM
718
MBB Public Markets
Illinois
$396K -$1.77M -16,587 -83%
AMG
719
Advisors Management Group
Wisconsin
$393K
JCM
720
Jacobi Capital Management
Pennsylvania
$392K +$321 +3 +0.1%
HCM
721
Howland Capital Management
Massachusetts
$392K -$99.2K -927 -22%
TW
722
TrinityPoint Wealth
Connecticut
$385K +$3.42K +32 +1%
PTC
723
Private Trust Company
Ohio
$383K +$7.27K +68 +2%
SWP
724
Strategic Wealth Partners
Ohio
$381K -$210K -1,960 -38%
SWP
725
Stratos Wealth Partners
Ohio
$379K +$341K +3,186 New