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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
876
EverSource Wealth Advisors
Alabama
$199K +$39.9K +373 +29%
PIM
877
Plato Investment Management
Australia
$197K – – –
CTC
878
Central Trust Company
Missouri
$196K +$107 +1 +0.1%
TVWM
879
Tower View Wealth Management
Wisconsin
$194K +$1.18K +11 +0.7%
SNB
880
Security National Bank
Nebraska
$192K – – –
SAM
881
Smartleaf Asset Management
Massachusetts
$192K +$83.8K +783 +91%
BTI
882
Blue Trust Inc
Georgia
$192K +$134K +1,256 +142%
FFC
883
First Financial Corp
Indiana
$178K – – –
FCM
884
Fourpath Capital Management
Oklahoma
$178K +$160K +1,500 New
HWA
885
HHM Wealth Advisors
Tennessee
$174K +$21.3K +199 +16%
AA
886
Addison Advisors
Vermont
$172K -$36.7K -343 -19%
MPWT
887
MassMutual Private Wealth & Trust
Connecticut
$166K +$5.13K +48 +4%
QCG
888
Quadrant Capital Group
Ohio
$166K -$8.45K -79 -5%
NFSG
889
Newbridge Financial Services Group
Florida
$165K -$38.1K -356 -20%
PCM
890
Penserra Capital Management
California
$164K +$1.71K +16 +1%
CI Investments Inc
891
CI Investments Inc
Ontario, Canada
$163K -$2.25K -21 -2%
TFA
892
Toth Financial Advisory
Virginia
$161K -$36.7K -343 -20%
FHA
893
First Horizon Advisors
Tennessee
$160K – – –
SCM
894
Silvant Capital Management
Georgia
$154K – – –
PFBT
895
Parkside Financial Bank & Trust
Missouri
$152K -$856 -8 -0.6%
SIM
896
Sentry Investment Management
Wisconsin
$151K – – –
FCA
897
FinTrust Capital Advisors
South Carolina
$147K – – –
PBK
898
Peoples Bank (Kansas)
Kansas
$147K – – –
EBA
899
Eagle Bay Advisors
New York
$138K +$749 +7 +0.6%
GWM
900
Geneos Wealth Management
Colorado
$138K -$50.2K -469 -29%