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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
AG
276
Aperio Group
California
$228K +$299K +9,255 New
RJT
277
Raymond James Trust
Florida
$223K +$293K +9,090 New
BIG
278
Blackthorn Investment Group
Kansas
$212K +$278K +8,613 New
LMGAM
279
Liberty Mutual Group Asset Management
Massachusetts
$212K +$278K +8,621 New
US Bancorp
280
US Bancorp
Minnesota
$211K +$277K +8,572 New
TWI
281
Thomas White International
Illinois
$209K +$275K +8,509 New
BFS
282
Bradley Foster & Sargent
Connecticut
$208K +$273K +8,445 New
Zurich Cantonal Bank
283
Zurich Cantonal Bank
Switzerland
$206K +$271K +8,389 New
NIM
284
Northeast Investment Management
Massachusetts
$206K +$271K +8,396 New
SIM
285
Sentry Investment Management
Wisconsin
$205K +$269K +8,331 New
OA
286
OFI Advisors
Pennsylvania
$169K +$222K +6,882 New
BPBT
287
Boston Private Bank & Trust
Massachusetts
$134K +$175K +5,436 New
Daiwa Securities Group
288
Daiwa Securities Group
Japan
$130K +$170K +5,277 New
PAM
289
PartnerRe Asset Management
Connecticut
$129K +$169K +5,238 New
Federated Hermes
290
Federated Hermes
Pennsylvania
$111K +$146K +4,509 New
USGIU
291
U.S. Global Investors (USGI)
Texas
$106K +$140K +4,328 New
OMCS
292
Old Mutual Customised Solutions
South Africa
$96K +$126K +3,900 New
QBFM
293
QS Batterymarch Financial Management
New York
$83K +$108K +3,351 New
ST
294
Smithfield Trust
Pennsylvania
$81K +$106K +3,297 New
LWCFA
295
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$77K +$101K +3,136 New
PAS
296
Partnervest Advisory Services
California
$76K +$99.7K +3,090 New
WA
297
WealthTrust-Arizona
Arizona
$74K +$96.9K +3,003 New
SAM
298
Solaris Asset Management
New York
$61K +$79.8K +2,473 New
BBHC
299
Brown Brothers Harriman & Co
New York
$58K +$76.1K +2,357 New
DILH
300
Dai-ichi Life Holdings
Japan
$55K +$72.8K +2,256 New