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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
OLA
1076
Oliver Luxxe Assets
New Jersey
-$205K -2,000 Closed
MGIA
1077
Moneta Group Investment Advisors
Missouri
-$201K -1,963 Closed
TA
1078
TPG Advisors
Illinois
-$200K -1,954 Closed
MWM
1079
Modera Wealth Management
New Jersey
-$200K -1,951 Closed
PAM
1080
Pegasus Asset Management
New York
-$200K -1,950 Closed
HFM
1081
Harvest Fund Management
China
-$185K -1,800 Closed
PSFG
1082
Park Square Financial Group
Georgia
-$142K -1,386 Closed
HT
1083
Headlands Technologies
Illinois
-$115K -1,122 Closed
MYIA
1084
Mount Yale Investment Advisors
Colorado
-$81.1K -791 Closed
CIAM
1085
Caitong International Asset Management
Hong Kong
-$66.7K -650 Closed
TSMHT
1086
Thurston Springer Miller Herd & Titak
Indiana
-$41K -400 Closed
T
1087
Transce3nd
Texas
-$37.1K -362 Closed
LWCFA
1088
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$36.4K -355 Closed
MIA
1089
MeadowBrook Investment Advisors
Michigan
-$32.8K -320 Closed
OWP
1090
ORG Wealth Partners
Texas
-$26.8K -268 Closed
BCMLT
1091
Beacon Capital Management LLC (Tennessee)
Tennessee
-$26.7K -260 Closed
Lazard Asset Management
1092
Lazard Asset Management
New York
-$21K -210 Closed
PWA
1093
Provenance Wealth Advisors
Florida
-$19.4K -189 Closed
TPWA
1094
Twin Peaks Wealth Advisors
California
-$16.3K -177 Closed
PCA
1095
PMV Capital Advisers
Texas
-$14.4K -140 Closed
BA
1096
Bellwether Advisors
Nebraska
-$13.1K -128 Closed
BFPW
1097
BOK Financial Private Wealth
Colorado
-$11.2K -109 Closed
STB
1098
S&T Bank
Pennsylvania
-$7.69K -75 Closed
MSWA
1099
Marshall & Sterling Wealth Advisors
New York
-$6.87K -67 Closed
SO
1100
Sierra Ocean
California
-$3.91K -38 Closed