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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
PPC
1001
Park Place Capital
Alabama
$13.8K +$1.09K +11 +9%
T
1002
Tidemark
California
$13.1K +$298 +3 +2%
MA
1003
MCF Advisors
Kentucky
$12.7K +$1.09K +11 +10%
FDCP
1004
Foster Dykema Cabot & Partners
Massachusetts
$12.5K – – –
MFT
1005
Moisand Fitzgerald Tamayo
Florida
$11.5K – – –
GIA
1006
GHP Investment Advisors
Colorado
$11.4K – – –
S
1007
Sachetta
Massachusetts
$10.7K +$696 +7 +7%
Kayne Anderson Rudnick Investment Management
1008
Kayne Anderson Rudnick Investment Management
California
$10.6K -$99 -1 -1%
BWM
1009
Benson Wealth Management
Tennessee
$10.4K – – –
CWIG
1010
Chung Wu Investment Group
Texas
$10.2K – – –
TFA
1011
Transamerica Financial Advisors
Florida
$10.1K +$5.77K +58 +145%
C
1012
Covestor
United Kingdom
$10K -$8.06K -81 -46%
EWM
1013
Evermay Wealth Management
Virginia
$9.91K +$9.65K +97 New
RTL
1014
Red Tortoise LLC
Georgia
$9.6K – – –
WIM
1015
Westside Investment Management
California
$9.49K – – –
OC
1016
Oakworth Capital
Alabama
$9.29K -$5.77K -58 -39%
IAAG
1017
Innovative Asset Advisors Group
Connecticut
$9.18K +$8.85K +89 New
ACM
1018
Anfield Capital Management
California
$8.99K – – –
CW
1019
Curio Wealth
Maryland
$8.77K – – –
JSAM
1020
J. Safra Asset Management
New York
$8.17K – – –
BW
1021
Basepoint Wealth
Iowa
$7.87K +$7.66K +77 New
HNW
1022
High Note Wealth
Minnesota
$7.56K +$2.39K +24 +48%
BGAI
1023
Bruce G. Allen Investments
Colorado
$7.56K +$3.28K +33 +80%
JFGIW
1024
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.36K – – –
JGCM
1025
Joseph Group Capital Management
Ohio
$7.25K +$7.06K +71 New