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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
701
SeaCrest Wealth Management
New York
$306K -$20.4K -212 -7%
TPWA
702
TRUE Private Wealth Advisors
Oregon
$304K +$1.06K +11 +0.4%
IAS
703
IMA Advisory Services
Colorado
$304K -$193 -2 -0.1%
JHP
704
James Hambro & Partners
United Kingdom
$303K -$340K -3,530 -54%
KeyBank National Association
705
KeyBank National Association
Ohio
$302K +$33.8K +351 +13%
VAS
706
Vestmark Advisory Solutions
Massachusetts
$301K -$163K -1,688 -36%
BRWA
707
B. Riley Wealth Advisors
Florida
$301K -$107K -1,112 -27%
FTUS
708
Flow Traders U.S.
New York
$299K +$282K +2,931 New
AssetMark Inc
709
AssetMark Inc
California
$296K +$20.6K +214 +8%
SAM
710
Seelaus Asset Management
New Jersey
$296K +$12K +125 +5%
PIA
711
Perennial Investment Advisors
California
$295K +$2.89K +30 +1%
CI
712
Cigna Investments
Connecticut
$295K
BCM
713
BTC Capital Management
Iowa
$292K +$276K +2,861 New
PPWP
714
Premier Path Wealth Partners
New Jersey
$291K -$2.79K -29 -1%
COCM
715
Charter Oak Capital Management
New Hampshire
$291K -$7.22K -75 -3%
BFA
716
Beaumont Financial Advisors
Massachusetts
$288K -$771 -8 -0.3%
JPG
717
Jordan Park Group
California
$286K
FGP
718
Freestone Grove Partners
California
$285K +$76.3K +792 +39%
DWM
719
Destination Wealth Management
California
$284K
TCWA
720
Turtle Creek Wealth Advisors
Texas
$282K +$267K +2,771 New
DT
721
Diversified Trust
Tennessee
$282K -$66.3K -688 -20%
SAI
722
Savvy Advisors Inc
New York
$281K +$5.78K +60 +2%
PWM
723
Palacios Wealth Management
Florida
$281K -$74.2K -770 -22%
HCM
724
Howland Capital Management
Massachusetts
$279K
SW
725
SVB Wealth
Massachusetts
$278K -$529K -5,493 -67%