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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
976
Principia Wealth Advisory
Texas
$1.35K +$771 +8 +100%
SFCL
977
Strengthening Families & Communities LLC
Massachusetts
$1.29K
CWP
978
Clark Wealth Partners
Illinois
$1.29K +$96 +1 +7%
MEG
979
Millstone Evans Group
Colorado
$1.21K
CAL
980
Capital Advisors Ltd
Ohio
$1K
HFS
981
Hantz Financial Services
Michigan
$1K +$675 +7 New
AP
982
Aspect Partners
Virginia
$946 -$289 -3 -21%
MAS
983
MPWM Advisory Solutions
Georgia
$860
ACA
984
American Capital Advisory
Idaho
$603 +$675 +7 New
GP
985
Greenline Partners
New York
$602 +$675 +7 New
WW
986
Winnow Wealth
Texas
$540 +$193 +2 +40%
TFM
987
TFC Financial Management
Massachusetts
$517
BF
988
BOK Financial
Oklahoma
$516
RWM
989
Ruedi Wealth Management
Illinois
$516
WWM
990
Wolff Wiese Magana
California
$431
TIM
991
Tortoise Investment Management
New York
$430
BMC
992
Bear Mountain Capital
Washington
$363 +$385 +4 New
GA
993
GoalVest Advisory
New York
$344 +$385 +4 New
CT
994
Colonial Trust
South Carolina
$340 -$482 -5 -56%
PWMG
995
Private Wealth Management Group
New Jersey
$87 -$96 -1 -50%
RWS
996
Retirement Wealth Solutions
Wisconsin
$16
AM
997
AGF Management
Ontario, Canada
-$224M -2,133,904 Closed
EAM
998
Eventide Asset Management
Massachusetts
-$39.3M -373,863 Closed
CM
999
Churchill Management
California
-$18.2M -173,539 Closed
BAMCO Inc
1000
BAMCO Inc
New York
-$9.47M -90,138 Closed