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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1126
SFG Wealth Management
Maryland
-$337K -4,063 Closed
BC
1127
BDFS Capital
Delaware
-$340K -4,061 Closed
Capstone Investment Advisors
1128
Capstone Investment Advisors
New York
-$388K -3,901 Closed
CS
1129
Capital Square
Tennessee
-$321K -3,868 Closed
SAM
1130
Secure Asset Management
Michigan
-$313K -3,773 Closed
PIM
1131
Penobscot Investment Management
Massachusetts
-$289K -3,490 Closed
GPWA
1132
Gaddis Premier Wealth Advisors
Oklahoma
-$284K -3,426 Closed
SI
1133
Severin Investments
Missouri
-$280K -3,377 Closed
KWS
1134
Keystone Wealth Services
California
-$259K -3,127 Closed
TIAA Trust, National Association
1135
TIAA Trust, National Association
North Carolina
-$256K -3,087 Closed
BRWA
1136
B. Riley Wealth Advisors
Florida
-$256K -3,080 Closed
LAM
1137
LECAP Asset Management
United Kingdom
-$245K -2,950 Closed
JFG
1138
Jefferies Financial Group
New York
-$244K -2,942 Closed
SG
1139
StoneX Group
New York
-$242K -2,901 Closed
CFG
1140
Cooper Financial Group
California
-$226K -2,728 Closed
DWAM
1141
Duncan Williams Asset Management
Tennessee
-$231K -2,562 Closed
HKIMG
1142
Hutchens & Kramer Investment Management Group
Indiana
-$203K -2,449 Closed
A
1143
AlphaQuest
New York
-$152K -1,833 Closed
SAG
1144
SageView Advisory Group
California
-$145K -1,747 Closed
BBPWM
1145
Blue Bell Private Wealth Management
Pennsylvania
-$142K -1,707 Closed
HCA
1146
Harbor Capital Advisors
Illinois
-$108K -1,297 Closed
EW
1147
Elyxium Wealth
California
-$83.3K -1,004 Closed
SHF
1148
Safe Harbor Fiduciary
Florida
-$68.4K -824 Closed
SIM
1149
Sentry Investment Management
Wisconsin
-$62K -748 Closed
KBFS
1150
Kohmann Bosshard Financial Services
Ohio
-$45.2K -545 Closed