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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
JGCM
1076
Joseph Group Capital Management
Ohio
$14.3K +$5.15K +42 +59%
TFA
1077
Transamerica Financial Advisors
Florida
$14.2K +$1.59K +13 +13%
MCM
1078
MV Capital Management
Maryland
$13.9K -$6.13K -50 -31%
JWM
1079
JPL Wealth Management
Colorado
$13.6K +$4.78K +39 +57%
TAP
1080
Tounjian Advisory Partners
Florida
$13.6K +$13.1K +107 New
IA
1081
IFG Advisory
Georgia
$13.6K +$13.1K +107 New
Kayne Anderson Rudnick Investment Management
1082
Kayne Anderson Rudnick Investment Management
California
$13.1K – – –
BWM
1083
Benson Wealth Management
Tennessee
$12.9K – – –
CFM
1084
Cornerstone Financial Management
Massachusetts
$12.6K +$6.99K +57 +133%
C
1085
Covestor
United Kingdom
$12K +$123 +1 +1%
WIM
1086
Westside Investment Management
California
$11.6K – – –
OC
1087
Oakworth Capital
Alabama
$11.5K – – –
HNW
1088
High Note Wealth
Minnesota
$10.6K +$1.23K +10 +14%
BGAI
1089
Bruce G. Allen Investments
Colorado
$10.4K +$981 +8 +11%
JSAM
1090
J. Safra Asset Management
New York
$10.1K – – –
LF
1091
LifeSteps Financial
California
$10.1K +$9.81K +80 New
HFS
1092
Horizon Financial Services
North Carolina
$9.85K +$2.58K +21 +37%
BW
1093
Basepoint Wealth
Iowa
$9.73K – – –
SC
1094
Stance Capital
Massachusetts
$9.22K -$49K -400 -85%
DWM
1095
Dogwood Wealth Management
Kansas
$8.84K – – –
GBT
1096
Grove Bank & Trust
Florida
$8.84K – – –
AW
1097
Ankerstar Wealth
Texas
$8.4K – – –
EFMH
1098
E Fund Management (HK)
Hong Kong
$8.34K – – –
GWM
1099
Geneos Wealth Management
Colorado
$8.34K – – –
LWCFA
1100
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.71K -$14.8K -121 -66%