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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
NAM
751
NorthCrest Asset Manangement
Minnesota
$336K
CW
752
Channel Wealth
California
$335K -$8.77K -82 -3%
AWA
753
Arkadios Wealth Advisors
Georgia
$334K +$16.9K +158 +6%
CFG
754
Cooper Financial Group
California
$334K -$12.2K -114 -4%
PFS
755
Prospera Financial Services
Texas
$334K +$30.5K +285 +11%
JPG
756
Jordan Park Group
California
$333K +$300K +2,803 New
DFCM
757
Dark Forest Capital Management
Puerto Rico
$330K +$297K +2,780 New
Jones Financial Companies
758
Jones Financial Companies
Missouri
$328K +$233K +2,177 +345%
PPWP
759
Premier Path Wealth Partners
New Jersey
$325K +$13.8K +129 +5%
DWP
760
Daymark Wealth Partners
Ohio
$325K -$2.14K -20 -0.7%
IHL
761
Investment House LLC
California
$321K
SAM
762
Seelaus Asset Management
New Jersey
$321K
AIM
763
Allen Investment Management
New York
$320K
ACA
764
Aptus Capital Advisors
Alabama
$320K -$749 -7 -0.3%
GVAG
765
Great Valley Advisor Group
Delaware
$319K +$642 +6 +0.2%
AWM
766
Aberdeen Wealth Management
Illinois
$314K -$24.8K -232 -8%
SWM
767
Seed Wealth Management
Illinois
$311K
RSWA
768
Robinson Smith Wealth Advisors
Maine
$309K -$96.3K -900 -26%
SWM
769
Segment Wealth Management
Texas
$309K
AMBIA
770
Allen Mooney & Barnes Investment Advisors
Georgia
$308K -$169K -1,584 -38%
DAS
771
Dynamic Advisor Solutions
Arizona
$308K -$17.1K -160 -6%
KAS
772
Kestra Advisory Services
Texas
$307K -$7.55M -70,570 -96%
FAIM
773
Financial Advocates Investment Management
Washington
$306K -$5.03K -47 -2%
KA
774
Kovack Advisors
Florida
$304K -$28.8K -269 -10%
PIA
775
Perennial Investment Advisors
California
$303K +$963 +9 +0.4%