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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
DF
876
Dunhill Financial
United Kingdom
$39K -$1.35K -14 -3%
BCWM
877
Bartlett & Co Wealth Management
Ohio
$38.4K +$193 +2 +0.5%
Loomis, Sayles & Company
878
Loomis, Sayles & Company
Massachusetts
$38K -$31.7K -329 -42%
Q1WB
879
Quest 10 Wealth Builders
Virginia
$37.3K -$5.97K -62 -13%
WF
880
Wayfinding Financial
Washington
$37K +$41.6K +432 New
BAM
881
Byrne Asset Management
New Jersey
$36.6K – – –
MWA
882
Medallion Wealth Advisors
Connecticut
$36.1K – – –
AF
883
Advisornet Financial
Minnesota
$35.2K +$193 +2 +0.5%
CH
884
Canton Hathaway
Rhode Island
$35K +$1.06K +11 +3%
BC
885
Barrett & Company
Rhode Island
$34.4K – – –
TSMHT
886
Thurston Springer Miller Herd & Titak
Indiana
$34.4K – – –
RAM
887
Ramirez Asset Management
New York
$34.4K +$38.5K +400 New
AWM
888
AllSquare Wealth Management
New York
$34K – – –
MIA
889
MeadowBrook Investment Advisors
Michigan
$33.6K – – –
T
890
Transce3nd
Texas
$31.1K -$88.9K -923 -72%
PSB
891
Piscataqua Savings Bank
New Hampshire
$30.4K – – –
PWM
892
Parkworth Wealth Management
California
$30.1K -$14.5K -150 -30%
LWCFA
893
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29.9K – – –
GGI
894
Godsey & Gibb Inc
Virginia
$28K – – –
CIAM
895
Caitong International Asset Management
Hong Kong
$26.4K -$34K -353 -53%
CWM
896
Cranbrook Wealth Management
Michigan
$25.8K +$28.9K +300 New
FNWA
897
Financial Network Wealth Advisors
Utah
$25.8K +$28.9K +300 New
IWP
898
IAG Wealth Partners
Wisconsin
$25.4K – – –
CSPIA
899
Cary Street Partners Investment Advisory
Virginia
$24K +$1.74K +18 +7%
WBC
900
West Branch Capital
Massachusetts
$23.7K – – –