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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
726
Cooper Financial Group
California
$262K +$8.67K +90 +3%
CYG
727
Clean Yield Group
Vermont
$260K -$1.93K -20 -0.7%
FTWA
728
Fifth Third Wealth Advisors
Ohio
$259K +$11.1K +115 +4%
API
729
Asset Planning Inc
California
$258K – – –
IAS
730
IMA Advisory Services
Colorado
$256K – – –
IF
731
Intrua Financial
Texas
$255K +$867 +9 +0.3%
BIG
732
Brooklyn Investment Group
New York
$254K +$38.6K +401 +16%
CI
733
Cigna Investments
Connecticut
$253K -$5.11K -53 -2%
COCM
734
Charter Oak Capital Management
New Hampshire
$252K +$675 +7 +0.2%
LSIA
735
LaSalle St. Investment Advisors
Illinois
$252K -$46.7K -485 -14%
RZH
736
Relyea Zuckerberg Hanson
Connecticut
$252K +$964 +10 +0.3%
CPC
737
Cookson Peirce & Co
Pennsylvania
$251K -$43.5M -451,633 -99%
WSA
738
Warm Springs Advisors
California
$250K +$31.4K +326 +13%
CAG
739
Crestwood Advisors Group
Massachusetts
$247K -$18.8K -195 -6%
TPWA
740
TRUE Private Wealth Advisors
Oregon
$247K -$63.9K -663 -19%
AIP
741
Ameritas Investment Partners
Nebraska
$246K – – –
MOS
742
MGO One Seven
Ohio
$244K -$2.09M -21,692 -88%
PIA
743
Perennial Investment Advisors
California
$244K +$28K +291 +11%
CCG
744
Cypress Capital Group
Florida
$242K -$1.93K -20 -0.7%
JPG
745
Jordan Park Group
California
$241K – – –
IA
746
IFP Advisors
Florida
$241K -$156K -1,614 -37%
PPWP
747
Premier Path Wealth Partners
New Jersey
$240K -$5.2K -54 -2%
KeyBank National Association
748
KeyBank National Association
Ohio
$240K -$205K -2,128 -43%
SAM
749
Seelaus Asset Management
New Jersey
$239K +$7.23K +75 +3%
SIS
750
Strategic Investment Solutions
Illinois
$238K +$247K +2,563 +1,282%