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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
726
Focused Wealth Management
New York
$45.1K
CT
727
Cambridge Trust
Massachusetts
$43.7K
AWM
728
AllSquare Wealth Management
New York
$42.3K
TWD
729
True Wealth Design
Ohio
$41.2K +$428 +7 +1%
VNA
730
Valley National Advisers
Pennsylvania
$41K +$2.44K +40 +6%
NFSG
731
Newbridge Financial Services Group
Florida
$39.2K +$244 +4 +0.6%
TAM
732
Tucker Asset Management
Colorado
$38.9K
GM
733
GeoWealth Management
Illinois
$38K +$20.1K +329 +104%
TFM
734
TFC Financial Management
Massachusetts
$37.5K +$38.5K +630 New
WTG
735
West Tower Group
Virginia
$37.3K -$28K -458 -42%
LC
736
Lindbrook Capital
California
$36.1K +$2.57K +42 +7%
MC
737
Muzinich & Co
New York
$34.9K +$35.9K +587 New
BONH
738
Bank of New Hampshire
New Hampshire
$34.2K
FA
739
Financial Avengers
California
$33.7K +$367 +6 +1%
WB
740
Webster Bank
Connecticut
$33.1K
CWM
741
Compass Wealth Management
Connecticut
$31.2K
SS
742
Sunbelt Securities
Texas
$30.7K
HBW
743
Hazlett, Burt & Watson
West Virginia
$30K
BC
744
Barrett & Company
Rhode Island
$29.7K
HDIM
745
Hanson & Doremus Investment Management
Vermont
$28K +$29K +475 New
BWM
746
Baystate Wealth Management
Massachusetts
$27.6K +$306 +5 +1%
BAM
747
Byrne Asset Management
New Jersey
$27K
TCOV
748
Trust Company of Vermont
Vermont
$26.8K
CI Investments Inc
749
CI Investments Inc
Ontario, Canada
$26K +$2.14K +35 +9%
JFGIW
750
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25.6K