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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
826
CWA Asset Management Group
Florida
$240K +$216K +2,019 New
CFB
827
Cullen/Frost Bankers
Texas
$240K – – –
AIA
828
Affinity Investment Advisors
California
$239K +$215K +2,013 New
FP
829
Financial Perspectives
Minnesota
$238K – – –
WB
830
WesBanco Bank
West Virginia
$236K +$212K +1,984 New
SIC
831
Samalin Investment Counsel
New York
$235K +$212K +1,980 New
Teacher Retirement System of Texas
832
Teacher Retirement System of Texas
Texas
$233K -$399K -3,730 -66%
TA
833
TPG Advisors
Illinois
$232K +$209K +1,954 New
CA
834
Commerzbank Aktiengesellschaft
Germany
$232K +$209K +1,951 New
RWP
835
RWA Wealth Partners
Massachusetts
$231K +$208K +1,942 New
MWM
836
Modera Wealth Management
New Jersey
$229K +$206K +1,928 New
FB
837
Fulton Bank
Pennsylvania
$229K +$206K +1,924 New
LA
838
Legacy Advisors
Pennsylvania
$227K +$203K +1,901 New
TWP
839
Tower Wealth Partners
Pennsylvania
$226K +$204K +1,904 New
CCAL
840
City Center Advisors LLC
Michigan
$224K +$201K +1,882 New
BEAM
841
Baker Ellis Asset Management
Washington
$223K +$201K +1,875 New
BBA
842
Baader Bank Aktiengesellschaft
Germany
$223K +$214K +2,003 New
AWE
843
Avidian Wealth Enterprises
Texas
$223K +$200K +1,873 New
DMBA
844
Deseret Mutual Benefit Administrators
Utah
$221K -$12.4K -116 -6%
TWP
845
Tyche Wealth Partners
Texas
$220K +$198K +1,855 New
SRA
846
Secured Retirement Advisors
Minnesota
$219K +$198K +1,847 New
BFG
847
Berger Financial Group
Minnesota
$218K +$196K +1,837 New
FA
848
FDx Advisors
Illinois
$218K -$59.6K -557 -23%
SP
849
Sequent Planning
Nebraska
$216K +$194K +1,814 New
CCWM
850
Cassaday & Co Wealth Management
Virginia
$215K +$194K +1,812 New