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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
GBT
1026
Grove Bank & Trust
Florida
$4.16K +$3.74K +35 New
HCM
1027
Hollencrest Capital Management
California
$3.45K – – –
TCA
1028
Trifecta Capital Advisors
Illinois
$3.21K – – –
PA
1029
Pineridge Advisors
Missouri
$3.09K -$535 -5 -16%
VCM
1030
Versant Capital Management
Arizona
$3.09K – – –
JPWM
1031
Jamison Private Wealth Management
Georgia
$2.97K – – –
CPG
1032
Cornerstone Planning Group
New Jersey
$2.42K +$321 +3 +19%
SFCL
1033
Strengthening Families & Communities LLC
Massachusetts
$1.78K – – –
AP
1034
Aspect Partners
Virginia
$1.66K +$107 +1 +8%
CAL
1035
Capital Advisors Ltd
Ohio
$1K – – –
RTC
1036
Riverview Trust Company
Washington
$951 +$856 +8 New
RWM
1037
Ruedi Wealth Management
Illinois
$713 -$535 -5 -45%
TFM
1038
TFC Financial Management
Massachusetts
$713 – – –
WWM
1039
Wolff Wiese Magana
California
$595 – – –
TIM
1040
Tortoise Investment Management
New York
$594 – – –
MA
1041
MCF Advisors
Kentucky
$479 – – –
CT
1042
Colonial Trust
South Carolina
$467 +$428 +4 New
PPWM
1043
PFG Private Wealth Management
Florida
$365 – – –
CA
1044
Crewe Advisors
Utah
$357 +$321 +3 New
RWM
1045
Reston Wealth Management
Virginia
$356 +$321 +3 New
BF
1046
BOK Financial
Oklahoma
$355 – – –
PWMG
1047
Private Wealth Management Group
New Jersey
$238 +$214 +2 New
WA
1048
WestEnd Advisors
North Carolina
$238 +$214 +2 New
Capstone Investment Advisors
1049
Capstone Investment Advisors
New York
$119 -$135K -1,263 -100%
KFI
1050
Key Financial Inc
Pennsylvania
$119 – – –