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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
301
B. Riley Wealth Advisors
Florida
$543K +$71.9K +2,847 +16%
AA
302
ALPS Advisors
Colorado
$539K +$80.1K +3,171 +18%
DA
303
Detalus Advisors
Missouri
$537K -$16.8K -665 -3%
ECM
304
Estabrook Capital Management
New York
$536K -$32.7K -1,294 -6%
Creative Planning
305
Creative Planning
Kansas
$535K +$213K +8,418 +70%
FI
306
FormulaFolio Investments
Michigan
$532K -$83.3K -3,299 -14%
AF
307
AMG Funds
Connecticut
$521K -$120K -4,752 -20%
BAMF
308
BI Asset Management Fondsmaeglerselskab
Denmark
$521K +$504K +19,974 New
NA
309
Navellier & Associates
Nevada
$517K -$169K -6,699 -25%
RBFC
310
Roman Butler Fullerton & Co
Missouri
$514K +$4.95K +196 +1%
IFG
311
Independent Financial Group
California
$512K -$167K -6,628 -25%
NMERB
312
New Mexico Educational Retirement Board
New Mexico
$505K +$32.8K +1,300 +7%
ACM
313
Alethea Capital Management
Washington
$487K -$23.7K -937 -5%
BCV
314
Banque Cantonale Vaudoise
Switzerland
$483K
Qube Research & Technologies (QRT)
315
Qube Research & Technologies (QRT)
United Kingdom
$475K -$573K -22,680 -55%
TIA
316
Trust Investment Advisors
Indiana
$464K -$32.8K -1,300 -7%
AIM
317
Axiom Investment Management
New York
$457K +$20.2K +800 +5%
Mercer Global Advisors
318
Mercer Global Advisors
Colorado
$452K +$438K +17,332 New
HT
319
HighTower Trust
Texas
$450K +$436K +17,248 New
SIM
320
Sentry Investment Management
Wisconsin
$448K +$434K +17,181 New
Capstone Investment Advisors
321
Capstone Investment Advisors
New York
$432K +$418K +16,555 New
AIC
322
Archer Investment Corporation
Indiana
$431K +$116K +4,600 +39%
Victory Capital Management
323
Victory Capital Management
Texas
$430K -$480K -19,000 -54%
COPPSERS
324
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$430K -$47.6K -1,884 -10%
HKAM
325
Horizon Kinetics Asset Management
New York
$427K -$60.6K -2,400 -13%