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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
IAG
976
Innovative Advisory Group
Massachusetts
$5.1K – – –
T. Rowe Price Investment Management
977
T. Rowe Price Investment Management
Maryland
$5K +$4.14K +43 New
MSWM
978
Mowery & Schoenfeld Wealth Management
Illinois
$5K – – –
WPA
979
Wealth Preservation Advisors
Tennessee
$4.69K – – –
CWM
980
Copia Wealth Management
Oregon
$4.28K – – –
RWM
981
Raffa Wealth Management
District of Columbia
$3.77K +$578 +6 +19%
UCB
982
United Community Bank
South Carolina
$3.77K +$3.56K +37 New
EWP
983
Elevation Wealth Partners
California
$3.06K +$2.89K +30 New
T
984
TOBAM
France
$3K +$1.16K +12 +63%
HIW
985
Holos Integrated Wealth
Pennsylvania
$2.98K – – –
HCM
986
Hollencrest Capital Management
California
$2.96K – – –
AP
987
Aspect Partners
Virginia
$2.96K +$1.73K +18 +164%
TCA
988
Trifecta Capital Advisors
Illinois
$2.75K – – –
SFCL
989
Strengthening Families & Communities LLC
Massachusetts
$2.45K – – –
HFS
990
Horizon Financial Services
North Carolina
$2.35K +$2.22K +23 New
PA
991
Pineridge Advisors
Missouri
$2.24K – – –
FC
992
Financial Consulate
Maryland
$2.24K +$2.12K +22 New
KG
993
Kilter Group
New York
$2.04K +$482 +5 +33%
OAJ
994
Ogorek Anthony Joseph
New York
$2K +$193 +2 +8%
MAM
995
Marquette Asset Management
Minnesota
$1.63K +$1.54K +16 New
PWA
996
Principia Wealth Advisory
Texas
$1.63K -$578 -6 -27%
TIM
997
Tortoise Investment Management
New York
$1.63K -$96 -1 -6%
CT
998
Clearstead Trust
Maine
$1.53K +$289 +3 +25%
MEG
999
Millstone Evans Group
Colorado
$1.43K – – –
HFS
1000
Hughes Financial Services
Virginia
$1.23K -$96 -1 -8%