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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
BW
926
BIP Wealth
Georgia
$205K +$199K +1,626 New
NGA
927
Naples Global Advisors
Florida
$204K +$198K +1,611 New
CCFM
928
Clear Creek Financial Management
Washington
$203K +$197K +1,609 New
7WCP
929
71 West Capital Partners
Massachusetts
$203K +$197K +1,606 New
BFS
930
Bradley Foster & Sargent
Connecticut
$202K +$196K +1,596 New
LAM
931
L2 Asset Management
Massachusetts
$201K +$195K +1,591 New
MC
932
Muzinich & Co
New York
$198K – – –
FFC
933
First Financial Corp
Indiana
$189K – – –
WT
934
Whittier Trust
California
$186K +$12.6K +103 +7%
LS
935
Livforsakringsbolaget Skandia
Sweden
$185K – – –
APFP
936
Action Point Financial Planning
Michigan
$185K +$180K +1,466 New
WETS
937
Wealth Enhancement Trust Services
South Dakota
$185K +$18.9K +154 +12%
RWM
938
Ritholtz Wealth Management
New York
$184K +$178K +1,455 New
AWM
939
Aberdeen Wealth Management
Illinois
$179K -$150K -1,224 -46%
SBFM
940
S-Bank Fund Management
Finland
$178K +$173K +1,413 New
HFS
941
Hantz Financial Services
Michigan
$178K +$28.7K +234 +20%
C
942
Certuity
Florida
$178K +$54.8K +447 +47%
UB
943
UMB Bank
Missouri
$173K +$2.82K +23 +2%
BWA
944
Basecamp Wealth Advisors
Washington
$171K +$4.54K +37 +3%
Los Angeles Capital Management
945
Los Angeles Capital Management
California
$170K – – –
TVWM
946
Tower View Wealth Management
Wisconsin
$167K +$1.23K +10 +0.8%
KFAS
947
Keating Financial Advisory Services
Kansas
$164K -$30.6K -250 -16%
SCM
948
Silvant Capital Management
Georgia
$163K – – –
SNB
949
Security National Bank
Nebraska
$158K -$2.82K -23 -2%
HWA
950
HHM Wealth Advisors
Tennessee
$156K -$1.23K -10 -0.8%