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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
801
Mystic Asset Management
Rhode Island
$264K +$238K +2,225 New
BWP
802
BSW Wealth Partners
Colorado
$264K +$238K +2,222 New
HWA
803
Heritage Wealth Advisors
Virginia
$264K +$184K +1,722 +344%
SAW
804
Signal Advisors Wealth
Michigan
$261K +$235K +2,197 New
CGL
805
Clarius Group LLC
Washington
$261K -$14.5K -136 -6%
HAIM
806
Hunter Associates Investment Management
Pennsylvania
$261K +$235K +2,199 New
HKIMG
807
Hutchens & Kramer Investment Management Group
Indiana
$257K -$44.1K -412 -16%
CNBT
808
Canandaigua National Bank & Trust
New York
$255K +$230K +2,150 New
4WM
809
44 Wealth Management
Oregon
$255K +$217K +2,028 New
SFS
810
Stiles Financial Services
Minnesota
$253K +$228K +2,127 New
NCFG
811
New Century Financial Group
New Jersey
$252K +$227K +2,122 New
MSAM
812
Moloney Securities Asset Management
Missouri
$252K -$14.4K -135 -6%
CFG
813
Clayton Financial Group
Missouri
$250K +$225K +2,102 New
BWP
814
Balboa Wealth Partners
Arizona
$250K +$225K +2,100 New
SC
815
Syon Capital
California
$249K +$224K +2,096 New
HSA
816
HBK Sorce Advisory
Pennsylvania
$248K +$224K +2,091 New
MCCP
817
Mission Creek Capital Partners
California
$248K +$223K +2,083 New
Empower Advisory Group
818
Empower Advisory Group
Colorado
$247K -$115K -1,078 -34%
LS
819
Livforsakringsbolaget Skandia
Sweden
$245K +$193K +1,800 +690%
MIS
820
Morningstar Investment Services
Illinois
$245K +$224K +2,095 New
SCM
821
Saxony Capital Management
Missouri
$244K -$55.8K -522 -20%
JIC
822
Johnson Investment Counsel
Ohio
$243K -$38.6K -361 -15%
MFWP
823
Mosaic Family Wealth Partners
Missouri
$242K +$218K +2,040 New
VFA
824
Values First Advisors
Tennessee
$242K +$218K +2,035 New
CAAS
825
Capital Asset Advisory Services
Michigan
$241K +$217K +2,032 New