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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
301
Brown Brothers Harriman & Co
New York
$85K – – –
SSG
302
Summit Securities Group
New York
$76K -$315K -8,150 -80%
BA
303
BlackRock Advisors
Delaware
$75K – – –
CPP
304
Crow Point Partners
Massachusetts
$72K +$76.4K +1,980 New
CAW
305
Cornerstone Advisors (Washington)
Washington
$68K +$72K +1,865 New
Creative Planning
306
Creative Planning
Kansas
$63K +$66.8K +1,731 New
CAL
307
Capital Analysts LLC
Pennsylvania
$52.6K +$55.7K +1,442 New
VCM
308
Vigilant Capital Management
Maine
$52K – – –
GIS
309
Guardian Investor Services
New York
$47K – – –
MPWT
310
MassMutual Private Wealth & Trust
Connecticut
$46.9K – – –
HNB
311
Huntington National Bank
Ohio
$44K +$15K +388 +47%
1832 Asset Management
312
1832 Asset Management
Ontario, Canada
$40K – – –
WEC
313
Winslow Evans & Crocker
Massachusetts
$37.6K – – –
AAM
314
Advisors Asset Management
Colorado
$35K -$14M -362,395 -100%
MAM
315
Mizuho Asset Management
Japan
$35K +$18.9K +489 +104%
IWMPD
316
Integrated Wealth Management (Palm Desert)
California
$35K +$37.6K +974 New
MCM
317
Manchester Capital Management
Vermont
$33K -$7.53K -195 -17%
DekaBank Deutsche Girozentrale
318
DekaBank Deutsche Girozentrale
Germany
$32K -$173K -4,478 -84%
CTC
319
Central Trust Company
Missouri
$32K – – –
GLI
320
Guardian Life Insurance
New York
$30K -$9.27K -240 -23%
EFSCE
321
Enterprise Financial Services Corp (EFSC)
Missouri
$30K – – –
LS
322
Lupo Securities
Illinois
$28K – – –
IMS
323
Index Management Solutions
Pennsylvania
$25K +$14.4K +374 +123%
SC
324
Saturna Capital
Washington
$20K – – –
JFA
325
JNBA Financial Advisors
Minnesota
$19K – – –