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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
CWC
901
Carolinas Wealth Consulting
North Carolina
$137K +$535 +5 +0.4%
TFGT
902
TS Financial Group (TSFG)
Illinois
$134K +$120K +1,124 New
FCAS
903
First Command Advisory Services
Texas
$131K – – –
MC
904
Muzinich & Co
New York
$129K +$27.4K +256 +31%
TIM
905
Thompson Investment Management
Wisconsin
$126K – – –
FDCP
906
Foster Dykema Cabot & Partners
Massachusetts
$125K -$128K -1,200 -53%
LC
907
Lindbrook Capital
California
$123K +$13.4K +125 +14%
SN
908
Sittner & Nelson
Oregon
$122K – – –
Lazard Asset Management
909
Lazard Asset Management
New York
$119K -$119K -1,117 -53%
HCP
910
Hexagon Capital Partners
Arkansas
$119K – – –
PGAM
911
Princeton Global Asset Management
New Jersey
$119K – – –
CA
912
Clearstead Advisors
Ohio
$115K +$1.6K +15 +2%
RIL
913
Rothschild Investment LLC
Illinois
$115K +$3.1K +29 +3%
JWA
914
JFS Wealth Advisors
Pennsylvania
$114K – – –
SIS
915
Sound Income Strategies
Florida
$109K +$107 +1 +0.1%
SSB
916
Sandy Spring Bank
Maryland
$109K -$1.5K -14 -2%
AW
917
Avion Wealth
Texas
$108K -$12.2K -114 -11%
TFIPS
918
Towarzystwo Funduszy Inwestycyjnych PZU SA
$105K +$19.3K +180 +26%
Loomis, Sayles & Company
919
Loomis, Sayles & Company
Massachusetts
$104K +$90.5K +846 +3,254%
SS
920
Sunbelt Securities
Texas
$103K +$36.7K +343 +66%
BHWM
921
Bay Harbor Wealth Management
Maryland
$101K -$4.6K -43 -5%
AWM
922
Avior Wealth Management
Nebraska
$99.9K -$376K -3,515 -81%
OWP
923
ORG Wealth Partners
Texas
$98.2K +$88.3K +826 New
CH
924
Cromwell Holdings
Wyoming
$97K – – –
BONH
925
Bank of New Hampshire
New Hampshire
$94.5K – – –