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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
1076
HBK Sorce Advisory
Pennsylvania
– -$236K -2,233 Closed
CBTWT
1077
Community Bank & Trust (Waco, Texas)
Texas
– -$224K -2,200 Closed
AWE
1078
Avidian Wealth Enterprises
Texas
– -$222K -2,179 Closed
VFA
1079
Valeo Financial Advisors
Indiana
– -$221K -2,173 Closed
NFG
1080
Nations Financial Group
Iowa
– -$220K -2,161 Closed
SCM
1081
Saxony Capital Management
Missouri
– -$219K -2,151 Closed
BJL
1082
Brighton Jones LLC
Washington
– -$218K -2,134 Closed
SFS
1083
Stiles Financial Services
Minnesota
– -$217K -2,127 Closed
WSA
1084
Warm Springs Advisors
California
– -$216K -2,117 Closed
IP
1085
Ignite Planners
California
– -$214K -2,097 Closed
GVAG
1086
Great Valley Advisor Group
Delaware
– -$213K -2,090 Closed
CCWM
1087
Cassaday & Co Wealth Management
Virginia
– -$211K -2,065 Closed
TBT
1088
Texas Bank & Trust
Texas
– -$209K -2,054 Closed
MFWP
1089
Mosaic Family Wealth Partners
Missouri
– -$205K -2,040 Closed
CW
1090
Channel Wealth
California
– -$206K -2,022 Closed
AIA
1091
Affinity Investment Advisors
California
– -$205K -2,013 Closed
AA
1092
Apriem Advisors
California
– -$205K -2,007 Closed
CCA
1093
Catalyst Capital Advisors
New York
– -$133K -1,303 Closed
EWM
1094
Evermay Wealth Management
Virginia
– -$116K -1,141 Closed
EWM
1095
Evolution Wealth Management
Florida
– -$97.8K -960 Closed
QL
1096
Quarry LP
New York
– -$86.9K -852 Closed
WANY
1097
Wealthspire Advisors (New York)
New York
– -$84K -824 Closed
CI Investments Inc
1098
CI Investments Inc
Ontario, Canada
– -$82K -808 Closed
CHC
1099
City Holding Co
West Virginia
– -$68K -667 Closed
JWM
1100
JPL Wealth Management
Colorado
– -$56.5K -554 Closed