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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
776
Ameritas Investment Partners
Nebraska
$301K -$13.2K -112 -4%
PTC
777
Private Trust Company
Ohio
$300K -$43.7K -372 -12%
LP
778
LMR Partners
United Kingdom
$299K -$122K -1,039 -27%
SIA
779
Schechter Investment Advisors
Michigan
$299K -$7.87K -67 -2%
PPWP
780
Premier Path Wealth Partners
New Jersey
$299K +$12.5K +106 +4%
CCG
781
Cypress Capital Group
Florida
$298K
NAM
782
NorthCrest Asset Manangement
Minnesota
$297K
DWP
783
Daymark Wealth Partners
Ohio
$296K +$9.52K +81 +3%
JPG
784
Jordan Park Group
California
$295K
CCMG
785
Clark Capital Management Group
Pennsylvania
$292K +$60.9K +518 +23%
BWP
786
BSW Wealth Partners
Colorado
$286K +$58.9K +501 +23%
JIP
787
Jaffetilchin Investment Partners
Florida
$286K -$611K -5,197 -66%
Capstone Investment Advisors
788
Capstone Investment Advisors
New York
$286K +$319K +2,718 +271,800%
IHL
789
Investment House LLC
California
$284K
SAM
790
Seelaus Asset Management
New Jersey
$284K
AIM
791
Allen Investment Management
New York
$283K
AWM
792
Aberdeen Wealth Management
Illinois
$278K
SWM
793
Seed Wealth Management
Illinois
$275K
RSWA
794
Robinson Smith Wealth Advisors
Maine
$273K
SWM
795
Segment Wealth Management
Texas
$273K
AMBIA
796
Allen Mooney & Barnes Investment Advisors
Georgia
$273K +$117 +1 +0%
CAG
797
Centerpoint Advisory Group
Kansas
$272K +$304K +2,585 New
MG
798
Mather Group
Illinois
$271K +$13.3K +113 +5%
GVAG
799
Great Valley Advisor Group
Delaware
$271K -$11.6K -99 -4%
WSA
800
Warm Springs Advisors
California
$271K +$302K +2,574 New