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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
AL
801
Aspiriant LLC
California
$312K +$52K +424 +21%
CAG
802
Centerpoint Advisory Group
Kansas
$311K -$8.58K -70 -3%
MFS
803
Mattson Financial Services
Michigan
$311K +$5.15K +42 +2%
FCG
804
Fielder Capital Group
Tennessee
$311K +$3.19K +26 +1%
BFIM
805
Beese Fulmer Investment Management
Ohio
$309K +$12K +98 +4%
KCP
806
Kera Capital Partners
California
$308K +$299K +2,438 New
WA
807
Wealth Alliance
New York
$305K -$47.1K -384 -14%
RFP
808
Root Financial Partners
California
$305K +$49.3K +402 +20%
BFA
809
Bridgelight Financial Advisors
Connecticut
$304K -$2.94K -24 -1%
SWM
810
Sculati Wealth Management
Michigan
$303K -$166K -1,350 -36%
AI
811
Atria Investments
North Carolina
$302K -$114K -927 -28%
Empower Advisory Group
812
Empower Advisory Group
Colorado
$301K +$28.3K +231 +11%
SIC
813
Samalin Investment Counsel
New York
$300K -$10.4K -85 -3%
PCS
814
Personal CFO Solutions
New Jersey
$300K -$23.3K -190 -7%
TCIIS
815
TIAA-CREF Individual & Institutional Services
New York
$299K -$1.23K -10 -0.4%
IF
816
Intrua Financial
Texas
$298K +$1.35K +11 +0.5%
Fayez Sarofim & Co
817
Fayez Sarofim & Co
Texas
$298K +$9.81K +80 +4%
MFWP
818
Mosaic Family Wealth Partners
Missouri
$298K +$39.2K +320 +16%
AWE
819
Avidian Wealth Enterprises
Texas
$297K +$15.4K +126 +6%
TCWA
820
Turtle Creek Wealth Advisors
Texas
$297K +$2.94K +24 +1%
SMC
821
Smith, Moore & Co
Missouri
$294K +$9.32K +76 +3%
PJSIMP
822
P.J. Schmidt Investment Management (PJS)
Wisconsin
$294K -$4.17K -34 -1%
BFC
823
Bedel Financial Consulting
Indiana
$294K -$8.21K -67 -3%
MW
824
MBL Wealth
North Carolina
$293K +$284K +2,320 New
SB
825
Strategic Blueprint
Georgia
$292K -$368 -3 -0.1%