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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
SC
1051
Stance Capital
Massachusetts
$946 +$1.06K +9 New
CT
1052
Colonial Trust
South Carolina
$933 +$587 +5 +125%
RTC
1053
Riverview Trust Company
Washington
$841 – – –
PWA
1054
Principia Wealth Advisory
Texas
$841 +$940 +8 New
NRG
1055
Nemes Rush Group
Michigan
$736 +$822 +7 New
RWM
1056
Ruedi Wealth Management
Illinois
$631 – – –
TFM
1057
TFC Financial Management
Massachusetts
$631 – – –
CAWM
1058
Capital A Wealth Management
Pennsylvania
$631 +$705 +6 New
BF
1059
BOK Financial
Oklahoma
$607 +$352 +3 +100%
NS
1060
NBC Securities
Alabama
$544 -$600K -5,108 -100%
TIM
1061
Tortoise Investment Management
New York
$526 – – –
WWM
1062
Wolff Wiese Magana
California
$526 – – –
CA
1063
Crewe Advisors
Utah
$526 +$235 +2 +67%
WW
1064
Winnow Wealth
Texas
$443 +$587 +5 New
PPWM
1065
PFG Private Wealth Management
Florida
$325 – – –
PWMG
1066
Private Wealth Management Group
New Jersey
$211 – – –
RPA
1067
Redwood Park Advisors
California
$211 +$235 +2 New
CIA
1068
Cape Investment Advisory
Georgia
$105 +$117 +1 New
RWS
1069
Retirement Wealth Solutions
Wisconsin
$19 – – –
Lord, Abbett & Co
1070
Lord, Abbett & Co
New Jersey
– -$24.1M -203,000 Closed
WorldQuant Millennium Advisors
1071
WorldQuant Millennium Advisors
New York
– -$23M -193,747 Closed
GC
1072
Gillson Capital
Illinois
– -$17M -143,400 Closed
Tudor Investment Corp
1073
Tudor Investment Corp
Connecticut
– -$11.7M -100,000 Closed
WAM
1074
Weiss Asset Management
Massachusetts
– -$6.66M -56,039 Closed
SPS
1075
Susquehanna Portfolio Strategies
Pennsylvania
– -$5.82M -48,997 Closed