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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
PHK
326
Point72 Hong Kong
Hong Kong
$116K +$106K +2,900 New
LWCFA
327
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$110K – – –
JFA
328
JNBA Financial Advisors
Minnesota
$106K +$78K +2,144 +421%
VCM
329
Vigilant Capital Management
Maine
$105K – – –
TRCT
330
Tower Research Capital (TRC)
New York
$105K +$74.3K +2,041 +347%
QI
331
QS Investors
New York
$103K – – –
CAL
332
Capital Analysts LLC
Pennsylvania
$83.1K +$764 +21 +1%
AC
333
Alexandria Capital
Virginia
$82K +$75.3K +2,068 New
ARMT
334
Amica Retiree Medical Trust
Rhode Island
$71K – – –
FIM
335
Foresters Investment Management
New York
$67K +$61.2K +1,682 New
PCM
336
Penserra Capital Management
California
$64K +$11.6K +318 +25%
WTB
337
Washington Trust Bank
Washington
$64K +$15.1K +415 +35%
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$63K +$25.4K +697 +81%
PAIA
339
Park Avenue Institutional Advisers
New York
$61K +$11.2K +309 +26%
ASN
340
Advisory Services Network
Georgia
$59K +$3.6K +99 +7%
Creative Planning
341
Creative Planning
Kansas
$55K -$7.13K -196 -12%
Toronto Dominion Bank
342
Toronto Dominion Bank
Ontario, Canada
$55K -$5.28K -145 -9%
AssetMark Inc
343
AssetMark Inc
California
$50K -$5.35K -147 -11%
WT
344
Whittier Trust
California
$48K – – –
CG
345
Cutler Group
California
$45K -$850K -23,366 -95%
NYLT
346
New York Life Trust
New York
$42K +$15.3K +419 +66%
WEC
347
Winslow Evans & Crocker
Massachusetts
$41.1K – – –
BIG
348
Bellwether Investment Group
Tennessee
$40K +$36.2K +994 New
IWMPD
349
Integrated Wealth Management (Palm Desert)
California
$39K – – –
HNB
350
Huntington National Bank
Ohio
$36K -$11.2K -308 -25%