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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
801
Heritage Wealth Advisors
Virginia
$264K +$184K +1,722 +344%
SAW
802
Signal Advisors Wealth
Michigan
$261K +$235K +2,197 New
CGL
803
Clarius Group LLC
Washington
$261K -$14.5K -136 -6%
HAIM
804
Hunter Associates Investment Management
Pennsylvania
$261K +$235K +2,199 New
HKIMG
805
Hutchens & Kramer Investment Management Group
Indiana
$257K -$44.1K -412 -16%
CNBT
806
Canandaigua National Bank & Trust
New York
$255K +$230K +2,150 New
4WM
807
44 Wealth Management
Oregon
$255K +$217K +2,028 New
SFS
808
Stiles Financial Services
Minnesota
$253K +$228K +2,127 New
NCFG
809
New Century Financial Group
New Jersey
$252K +$227K +2,122 New
MSAM
810
Moloney Securities Asset Management
Missouri
$252K -$14.4K -135 -6%
CFG
811
Clayton Financial Group
Missouri
$250K +$225K +2,102 New
BWP
812
Balboa Wealth Partners
Arizona
$250K +$225K +2,100 New
SC
813
Syon Capital
California
$249K +$224K +2,096 New
HSA
814
HBK Sorce Advisory
Pennsylvania
$248K +$224K +2,091 New
MCCP
815
Mission Creek Capital Partners
California
$248K +$223K +2,083 New
Empower Advisory Group
816
Empower Advisory Group
Colorado
$247K -$115K -1,078 -34%
LS
817
Livforsakringsbolaget Skandia
Sweden
$245K +$193K +1,800 +690%
MIS
818
Morningstar Investment Services
Illinois
$245K +$224K +2,095 New
SCM
819
Saxony Capital Management
Missouri
$244K -$55.8K -522 -20%
JIC
820
Johnson Investment Counsel
Ohio
$243K -$38.6K -361 -15%
MFWP
821
Mosaic Family Wealth Partners
Missouri
$242K +$218K +2,040 New
VFA
822
Values First Advisors
Tennessee
$242K +$218K +2,035 New
CAAS
823
Capital Asset Advisory Services
Michigan
$241K +$217K +2,032 New
CAMG
824
CWA Asset Management Group
Florida
$240K +$216K +2,019 New
CFB
825
Cullen/Frost Bankers
Texas
$240K