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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
776
Dorsey Wright & Associates
California
$347K +$337K +2,746 New
IA
777
IFP Advisors
Florida
$345K +$64.7K +528 +24%
FIC
778
Family Investment Center
Missouri
$345K +$335K +2,729 New
TPWA
779
TRUE Private Wealth Advisors
Oregon
$344K – – –
WAM
780
Walker Asset Management
Missouri
$343K +$2.82K +23 +0.9%
SIA
781
SeaBridge Investment Advisors
New Jersey
$342K – – –
RIS
782
Retirement Income Solutions
Michigan
$342K – – –
SWM
783
Spire Wealth Management
Virginia
$341K -$299K -2,436 -47%
PPWP
784
Premier Path Wealth Partners
New Jersey
$341K +$245 +2 +0.1%
AIM
785
Allen Investment Management
New York
$341K – – –
KCPG
786
Kavar Capital Partners Group
Kansas
$341K +$6.62K +54 +2%
KFGK
787
Keystone Financial Group (Kentucky)
Kentucky
$338K – – –
VA
788
VestGen Advisors
Illinois
$337K -$19K -155 -5%
SAM
789
Seelaus Asset Management
New Jersey
$335K – – –
TWA
790
TCI Wealth Advisors
Arizona
$333K -$14.8K -121 -4%
IP
791
Indivisible Partners
Florida
$329K +$58.7K +479 +23%
BFA
792
Brown Financial Advisors
Ohio
$326K +$11K +90 +4%
PCA
793
Pallas Capital Advisors
Massachusetts
$324K +$45.6K +372 +17%
GIA
794
GHP Investment Advisors
Colorado
$324K +$300K +2,451 +2,188%
PIA
795
Pinion Investment Advisors
Kansas
$322K +$312K +2,546 New
AIP
796
Ameritas Investment Partners
Nebraska
$321K -$18.3K -149 -6%
SWM
797
Segment Wealth Management
Texas
$320K – – –
Envestnet Portfolio Solutions
798
Envestnet Portfolio Solutions
Illinois
$316K -$8.7K -71 -3%
PCG
799
Prosperity Consulting Group
Maryland
$315K +$16.3K +133 +6%
SPC
800
Sigma Planning Corp
Michigan
$312K -$25.3K -206 -8%