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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
751
Walker Asset Management
Missouri
$221K +$1.87K +20 +0.8%
PFM
752
Patton Fund Management
Texas
$221K +$14.3K +153 +6%
AWM
753
Aberdeen Wealth Management
Illinois
$219K
NL
754
NWAM LLC
Washington
$219K -$10K -107 -4%
SIC
755
Samalin Investment Counsel
New York
$214K +$1.4K +15 +0.6%
CAG
756
Csenge Advisory Group
Florida
$211K -$9.64K -103 -4%
CAG
757
Centerpoint Advisory Group
Kansas
$210K
SWM
758
Segment Wealth Management
Texas
$210K
PCS
759
Personal CFO Solutions
New Jersey
$210K +$7.3K +78 +3%
BC
760
Bayforest Capital
United Kingdom
$205K +$116K +1,241 +100%
SPC
761
Spirepoint Private Client
Florida
$204K +$6.36K +68 +3%
HKIMG
762
Hutchens & Kramer Investment Management Group
Indiana
$203K +$30.1K +322 +15%
Simplex Trading
763
Simplex Trading
Illinois
$196K +$221K +2,357 New
HWA
764
Heritage Wealth Advisors
Virginia
$184K
BBHC
765
Brown Brothers Harriman & Co
New York
$174K +$38.7K +414 +25%
SIC
766
SJS Investment Consulting
Ohio
$174K +$5.15K +55 +3%
SAM
767
Smartleaf Asset Management
Massachusetts
$173K -$2.34K -25 -1%
UBS AM
768
UBS AM
Illinois
$173K -$296M -3,159,509 -100%
CFB
769
Cullen/Frost Bankers
Texas
$172K -$5.24K -56 -3%
PTC
770
Private Trust Company
Ohio
$168K -$27.6K -295 -13%
FP
771
Financial Perspectives
Minnesota
$166K
UB
772
UMB Bank
Missouri
$163K -$46.4K -496 -20%
LFG
773
Larson Financial Group
Missouri
$162K +$40.2K +429 +28%
SIS
774
Strategic Investment Solutions
Illinois
$160K
CT
775
Coastline Trust
Rhode Island
$154K