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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
701
Leonteq Securities AG
Switzerland
$349K -$802K -8,506 -71%
PWM
702
Perigon Wealth Management
California
$349K -$30.9K -328 -9%
PA
703
Parallel Advisors
California
$348K -$33.5K -355 -9%
RIS
704
Retirement Income Solutions
Michigan
$344K
AWM
705
Aprio Wealth Management
Georgia
$344K +$316K +3,350 New
SEP
706
Southland Equity Partners
Missouri
$342K -$6.13K -65 -2%
DAS
707
Dynamic Advisor Solutions
Arizona
$340K +$22.7K +241 +8%
FM
708
Foster & Motley
Ohio
$340K -$5.37K -57 -2%
RIS
709
Richmond Investment Services
Wisconsin
$338K +$311K +3,299 New
ECM
710
Evergreen Capital Management
Washington
$338K -$2.36K -25 -0.8%
CS
711
Capital Square
Tennessee
$336K +$85.3K +905 +36%
JCM
712
Jacobi Capital Management
Pennsylvania
$334K +$11.2K +119 +4%
AMG
713
Advisors Management Group
Wisconsin
$334K -$4.71K -50 -2%
MWM
714
Mission Wealth Management
California
$332K -$18.9K -201 -6%
SFG
715
Sovereign Financial Group
Connecticut
$330K +$7.26K +77 +2%
SFS
716
Sowell Financial Services
Arkansas
$330K -$9.05K -96 -3%
BIG
717
Brooklyn Investment Group
New York
$329K +$23.5K +249 +8%
EGA
718
E&G Advisors
Texas
$328K -$28.3K -300 -9%
CFG
719
Cooper Financial Group
California
$324K +$10.7K +113 +4%
TIAA Trust, National Association
720
TIAA Trust, National Association
North Carolina
$323K +$296K +3,145 New
CAMG
721
CWA Asset Management Group
Florida
$322K -$47.8K -507 -14%
RZH
722
Relyea Zuckerberg Hanson
Connecticut
$322K +$19.6K +208 +7%
KWS
723
Keystone Wealth Services
California
$321K
FFO
724
Fortitude Family Office
Arizona
$320K -$141K -1,491 -32%
SWM
725
SeaCrest Wealth Management
New York
$319K -$15.9K -169 -5%