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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
BIG
826
Brookwood Investment Group
Arizona
$217K +$212K +2,127 New
IP
827
Indivisible Partners
Florida
$217K +$211K +2,125 New
PTP
828
Platform Technology Partners
New York
$217K +$211K +2,120 New
WSA
829
Warm Springs Advisors
California
$216K +$211K +2,117 New
AHL
830
Abel Hall LLC
Louisiana
$215K +$210K +2,106 New
KWM
831
Keebeck Wealth Management
Illinois
$215K +$207K +2,083 New
Vanguard National Trust
832
Vanguard National Trust
Pennsylvania
$214K +$209K +2,100 New
HAIM
833
Hunter Associates Investment Management
Pennsylvania
$214K +$209K +2,099 New
DMBA
834
Deseret Mutual Benefit Administrators
Utah
$214K +$88.1K +886 +73%
SOS
835
Silver Oak Securities
Tennessee
$214K +$208K +2,091 New
CCM
836
Copeland Capital Management
Pennsylvania
$214K +$101K +1,016 +95%
SIS
837
Sound Income Strategies
Florida
$210K -$32.8K -330 -14%
SLC
838
Second Line Capital
Louisiana
$209K +$165K +1,661 New
PTC
839
Private Trust Company
Ohio
$209K +$2.29K +23 +1%
VFG
840
Valley Financial Group
Pennsylvania
$209K +$204K +2,048 New
AL
841
Aspiriant LLC
California
$209K +$203K +2,043 New
IP
842
Ignite Planners
California
$208K +$203K +2,041 New
MFWP
843
Mosaic Family Wealth Partners
Missouri
$208K +$203K +2,040 New
DWT
844
Dorsey & Whitney Trust
South Dakota
$208K +$203K +2,037 New
WPW
845
Waldron Private Wealth
Pennsylvania
$207K +$201K +2,023 New
PP
846
PDS Planning
Ohio
$205K +$200K +2,012 New
RFP
847
Root Financial Partners
California
$205K +$79.7K +801 +66%
SACTSONJ
848
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$204K +$199K +2,001 New
FP
849
Financial Perspectives
Minnesota
$204K
AA
850
Apriem Advisors
California
$204K +$199K +2,000 New