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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1151
Davis Capital Management
Florida
$1.26K +$736 +6 +150%
WTA
1152
Washington Trust Advisors
Massachusetts
$1.14K – – –
CAL
1153
Capital Advisors Ltd
Ohio
$1K – – –
QWM
1154
Quaker Wealth Management
New Jersey
$885 – – –
AG
1155
AmeriFlex Group
Nevada
$884 +$858 +7 New
M
1156
MOTCO
Texas
$884 +$858 +7 New
BFS
1157
Bare Financial Services
Pennsylvania
$758 – – –
GI
1158
GS Investments
Minnesota
$758 – – –
PWA
1159
Provenance Wealth Advisors
Florida
$758 +$736 +6 New
SWAG
1160
Spectrum Wealth Advisory Group
California
$637 +$613 +5 New
WWM
1161
Wolff Wiese Magana
California
$632 – – –
MBFW
1162
Morton Brown Family Wealth
Pennsylvania
$632 +$613 +5 New
LSA
1163
Leonteq Securities AG
Switzerland
$505 -$412K -3,360 -100%
RCM
1164
Raleigh Capital Management
North Carolina
$422 – – –
PWM
1165
Proathlete Wealth Management
Florida
$388 – – –
CT
1166
Colonial Trust
South Carolina
$379 – – –
PMFA
1167
Plante Moran Financial Advisors
Michigan
$379 +$368 +3 New
SFCL
1168
Strengthening Families & Communities LLC
Massachusetts
$379 +$368 +3 New
SG
1169
Sankala Group
Colorado
$254 +$245 +2 New
BHWM
1170
Beaird Harris Wealth Management
Texas
$253 – – –
DF
1171
DecisionPoint Financial
Arizona
$244 – – –
3FI
1172
3 Factor Indexing
California
$127 – – –
PWMG
1173
Private Wealth Management Group
New Jersey
$127 – – –
HIA
1174
Highland Investment Advisors
Florida
$126 +$123 +1 New
EIP
1175
Epoch Investment Partners
New York
– -$63M -616,513 Closed