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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
BA
301
BlackRock Advisors
Delaware
$75K
CPP
302
Crow Point Partners
Massachusetts
$72K +$76.4K +1,980 New
CAW
303
Cornerstone Advisors (Washington)
Washington
$68K +$72K +1,865 New
Creative Planning
304
Creative Planning
Kansas
$63K +$66.8K +1,731 New
CAL
305
Capital Analysts LLC
Pennsylvania
$52.6K +$55.7K +1,442 New
VCM
306
Vigilant Capital Management
Maine
$52K
GIS
307
Guardian Investor Services
New York
$47K
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$46.9K
HNB
309
Huntington National Bank
Ohio
$44K +$15K +388 +47%
1832 Asset Management
310
1832 Asset Management
Ontario, Canada
$40K
WEC
311
Winslow Evans & Crocker
Massachusetts
$37.6K
AAM
312
Advisors Asset Management
Colorado
$35K -$14M -362,395 -100%
MAM
313
Mizuho Asset Management
Japan
$35K +$18.9K +489 +104%
IWMPD
314
Integrated Wealth Management (Palm Desert)
California
$35K +$37.6K +974 New
MCM
315
Manchester Capital Management
Vermont
$33K -$7.53K -195 -17%
DekaBank Deutsche Girozentrale
316
DekaBank Deutsche Girozentrale
Germany
$32K -$173K -4,478 -84%
CTC
317
Central Trust Company
Missouri
$32K
GLI
318
Guardian Life Insurance
New York
$30K -$9.27K -240 -23%
EFSCE
319
Enterprise Financial Services Corp (EFSC)
Missouri
$30K
LS
320
Lupo Securities
Illinois
$28K
IMS
321
Index Management Solutions
Pennsylvania
$25K +$14.4K +374 +123%
SC
322
Saturna Capital
Washington
$20K
JFA
323
JNBA Financial Advisors
Minnesota
$19K
TCOV
324
Trust Company of Vermont
Vermont
$19K
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$17K -$20K -519 -53%