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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
726
Crestwood Advisors Group
Massachusetts
$235K +$212K +2,931 New
SIA
727
Schechter Investment Advisors
Michigan
$235K +$212K +2,928 New
CFG
728
Cooper Financial Group
California
$235K +$212K +2,924 New
MCCP
729
Mission Creek Capital Partners
California
$234K -$4.2K -58 -2%
ECM
730
Evergreen Capital Management
Washington
$232K +$1.52K +21 +0.7%
AWM
731
Aberdeen Wealth Management
Illinois
$231K +$208K +2,877 New
BFM
732
Boothbay Fund Management
New York
$230K +$207K +2,864 New
NAM
733
NorthCrest Asset Manangement
Minnesota
$230K
PVI
734
Pine Valley Investments
New Jersey
$229K -$12.7K -175 -6%
DWP
735
Daymark Wealth Partners
Ohio
$226K -$4.99K -69 -2%
SRL
736
Scientech Research LLC
New Jersey
$224K +$202K +2,796 New
CI Investments Inc
737
CI Investments Inc
Ontario, Canada
$224K +$144K +1,987 +246%
XF
738
XML Financial
Maryland
$224K -$20K -277 -9%
AFG
739
Atomi Financial Group
New York
$224K +$202K +2,790 New
NGA
740
Naples Global Advisors
Florida
$222K +$199K +2,750 New
PJSIMP
741
P.J. Schmidt Investment Management (PJS)
Wisconsin
$221K +$200K +2,760 New
IP
742
Ignite Planners
California
$221K -$1.13M -15,552 -85%
BFS
743
Bradley Foster & Sargent
Connecticut
$221K +$199K +2,751 New
HSA
744
HBK Sorce Advisory
Pennsylvania
$217K +$196K +2,702 New
IHL
745
Investment House LLC
California
$217K +$195K +2,700 New
SAM
746
Seelaus Asset Management
New Jersey
$217K +$195K +2,700 New
AIM
747
Allen Investment Management
New York
$216K +$195K +2,696 New
MAS
748
Meeder Advisory Services
Ohio
$215K +$194K +2,680 New
DAS
749
Dynamic Advisor Solutions
Arizona
$215K +$194K +2,675 New
VA
750
Vident Advisory
Georgia
$211K +$190K +2,630 New