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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
776
TRUE Private Wealth Advisors
Oregon
$344K
WAM
777
Walker Asset Management
Missouri
$343K +$2.82K +23 +0.9%
SIA
778
SeaBridge Investment Advisors
New Jersey
$342K
RIS
779
Retirement Income Solutions
Michigan
$342K
SWM
780
Spire Wealth Management
Virginia
$341K -$299K -2,436 -47%
PPWP
781
Premier Path Wealth Partners
New Jersey
$341K +$245 +2 +0.1%
AIM
782
Allen Investment Management
New York
$341K
KCPG
783
Kavar Capital Partners Group
Kansas
$341K +$6.62K +54 +2%
KFGK
784
Keystone Financial Group (Kentucky)
Kentucky
$338K
VA
785
VestGen Advisors
Illinois
$337K -$19K -155 -5%
SAM
786
Seelaus Asset Management
New Jersey
$335K
TWA
787
TCI Wealth Advisors
Arizona
$333K -$14.8K -121 -4%
IP
788
Indivisible Partners
Florida
$329K +$58.7K +479 +23%
PCA
789
Pallas Capital Advisors
Massachusetts
$324K +$45.6K +372 +17%
GIA
790
GHP Investment Advisors
Colorado
$324K +$300K +2,451 +2,188%
PIA
791
Pinion Investment Advisors
Kansas
$322K +$312K +2,546 New
AIP
792
Ameritas Investment Partners
Nebraska
$321K -$18.3K -149 -6%
SWM
793
Segment Wealth Management
Texas
$320K
Envestnet Portfolio Solutions
794
Envestnet Portfolio Solutions
Illinois
$316K -$8.7K -71 -3%
PCG
795
Prosperity Consulting Group
Maryland
$315K +$16.3K +133 +6%
SPC
796
Sigma Planning Corp
Michigan
$312K -$25.3K -206 -8%
AL
797
Aspiriant LLC
California
$312K +$52K +424 +21%
CAG
798
Centerpoint Advisory Group
Kansas
$311K -$8.58K -70 -3%
MFS
799
Mattson Financial Services
Michigan
$311K +$5.15K +42 +2%
FCG
800
Fielder Capital Group
Tennessee
$311K +$3.19K +26 +1%