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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
FPL
826
Fortress Private Ledger
North Carolina
$291K – – –
CAMG
827
CWA Asset Management Group
Florida
$291K -$42.3K -345 -13%
JCM
828
Jacobi Capital Management
Pennsylvania
$290K -$8.58K -70 -3%
HSA
829
HBK Sorce Advisory
Pennsylvania
$289K -$613 -5 -0.2%
PA
830
Pinnacle Associates
New York
$288K -$12.6K -103 -4%
SIC
831
SJS Investment Consulting
Ohio
$285K +$4.9K +40 +2%
VCM
832
Versant Capital Management
Arizona
$285K +$62.8K +512 +29%
MAM
833
Mystic Asset Management
Rhode Island
$284K +$368 +3 +0.1%
SCM
834
Saxony Capital Management
Missouri
$284K -$4.66K -38 -2%
PCP
835
Proficio Capital Partners
Massachusetts
$282K +$273K +2,229 New
Financial Engines Advisors
836
Financial Engines Advisors
California
$282K +$273K +2,229 New
NFG
837
Nations Financial Group
Iowa
$281K +$981 +8 +0.4%
HWA
838
Heritage Wealth Advisors
Virginia
$281K – – –
SPC
839
Spirepoint Private Client
Florida
$280K +$2.7K +22 +1%
CBTWT
840
Community Bank & Trust (Waco, Texas)
Texas
$278K – – –
BWM
841
Birchcreek Wealth Management
Ohio
$277K +$268K +2,190 New
WG
842
Warner Group
Connecticut
$276K +$268K +2,186 New
IWA
843
IBEX Wealth Advisors
New Jersey
$275K – – –
PTP
844
Platform Technology Partners
New York
$274K +$6.5K +53 +3%
BIG
845
Brookwood Investment Group
Arizona
$274K +$5.52K +45 +2%
BHCM
846
Brevan Howard Capital Management
Jersey
$273K -$137K -1,114 -34%
SFS
847
Stiles Financial Services
Minnesota
$269K – – –
DWT
848
Dorsey & Whitney Trust
South Dakota
$268K +$10.8K +88 +4%
WSA
849
Warm Springs Advisors
California
$267K – – –
PFS
850
Paller Financial Services
Colorado
$267K -$2.08K -17 -0.8%