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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
751
TCI Wealth Advisors
Arizona
$282K +$4.38K +44 +2%
OL
752
Optas LLC
Texas
$281K +$274K +2,750 New
AMBIA
753
Allen Mooney & Barnes Investment Advisors
Georgia
$279K -$6.57K -66 -2%
CPA
754
Cardiff Park Advisors
California
$278K +$271K +2,725 New
TPWA
755
TRUE Private Wealth Advisors
Oregon
$278K -$8.75K -88 -3%
AO
756
Advisor OS
Illinois
$278K +$271K +2,723 New
PFGIA
757
Patriot Financial Group Insurance Agency
Massachusetts
$277K +$270K +2,716 New
SIA
758
SeaBridge Investment Advisors
New Jersey
$277K +$270K +2,711 New
AIM
759
Allen Investment Management
New York
$275K
PPWP
760
Premier Path Wealth Partners
New Jersey
$275K -$11.9K -120 -4%
AIP
761
Ameritas Investment Partners
Nebraska
$275K
WAM
762
Walker Asset Management
Missouri
$275K +$2.59K +26 +1%
KFGK
763
Keystone Financial Group (Kentucky)
Kentucky
$274K
SPC
764
Sigma Planning Corp
Michigan
$273K -$92.6K -931 -26%
ACM
765
AlphaStar Capital Management
North Carolina
$272K +$265K +2,666 New
PPW
766
Parcion Private Wealth
Washington
$272K +$265K +2,666 New
PFM
767
Patton Fund Management
Texas
$272K
VT
768
Vise Technologies
New York
$271K
SAM
769
Seelaus Asset Management
New Jersey
$271K -$39.8K -400 -13%
CAMG
770
CWA Asset Management Group
Florida
$271K -$31.9K -321 -11%
AWM
771
Aberdeen Wealth Management
Illinois
$270K
KCPG
772
Kavar Capital Partners Group
Kansas
$270K -$50.5K -508 -16%
EPW
773
Evolve Private Wealth
California
$265K +$258K +2,591 New
Envestnet Portfolio Solutions
774
Envestnet Portfolio Solutions
Illinois
$263K -$132K -1,331 -34%
PCS
775
Personal CFO Solutions
New Jersey
$263K +$2.19K +22 +0.9%