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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
GBT
1001
Grove Bank & Trust
Florida
$14.2K +$11.8K +100 +286%
BIA
1002
Bell Investment Advisors
California
$13.8K
BA
1003
Bellwether Advisors
Nebraska
$13.5K +$15K +128 New
T
1004
Tidemark
California
$13.1K
EPIM
1005
Evelyn Partners Investment Management
$13.1K +$14.7K +125 New
MSFP
1006
Mark Sheptoff Financial Planning
Connecticut
$12.9K
MFT
1007
Moisand Fitzgerald Tamayo
Florida
$11.9K
NWWA
1008
New Wave Wealth Advisors
Arkansas
$11.8K +$13.2K +112 New
LI
1009
LRI Investments
Florida
$11.1K
MCM
1010
MV Capital Management
Maryland
$10.7K +$117 +1 +1%
1IA
1011
1620 Investment Advisors
Massachusetts
$10.6K +$11.9K +101 New
AWM
1012
Ameliora Wealth Management
Switzerland
$10.5K
HC
1013
Hoese & Co
Minnesota
$10.5K
Kayne Anderson Rudnick Investment Management
1014
Kayne Anderson Rudnick Investment Management
California
$10.5K +$11.8K +100 New
KIM
1015
Kestra Investment Management
Texas
$10.5K +$11.8K +100 New
RTL
1016
Red Tortoise LLC
Georgia
$9.88K
ACM
1017
Anfield Capital Management
California
$9.25K
ADL
1018
Asset Dedication LLC
California
$8.94K -$11.8K -100 -54%
OC
1019
Oarsman Capital
Wisconsin
$8.83K -$4.11K -35 -29%
MCM
1020
Manchester Capital Management
Vermont
$8.2K
FMTCOCP
1021
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
MSWM
1022
Mowery & Schoenfeld Wealth Management
Illinois
$5.89K +$6.58K +56 New
HNW
1023
High Note Wealth
Minnesota
$5.26K +$5.88K +50 New
DRP
1024
Decker Retirement Planning
Utah
$4.63K +$5.17K +44 New
CWM
1025
Copia Wealth Management
Oregon
$4.42K +$4.93K +42 New