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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
RFM
326
Royal Fund Management
Florida
$43K +$44.5K +1,340 New
WPA
327
West Paces Advisors
Georgia
$41.3K +$42.2K +1,270 New
WT
328
Whittier Trust
California
$39K – – –
WEC
329
Winslow Evans & Crocker
Massachusetts
$33.5K – – –
PHK
330
Point72 Hong Kong
Hong Kong
$33K +$34K +1,022 New
CPP
331
Crow Point Partners
Massachusetts
$31K -$12.2K -367 -28%
HNB
332
Huntington National Bank
Ohio
$30K +$1.16K +35 +4%
GLI
333
Guardian Life Insurance
New York
$30K +$1.46K +44 +5%
IOOF
334
Independent Order of Foresters
Ontario, Canada
$28K -$90.9K -2,733 -76%
GWM
335
Geneos Wealth Management
Colorado
$27K +$1.33K +40 +5%
EA
336
Edge Advisors
Georgia
$27K +$28.5K +856 New
PIA
337
Piedmont Investment Advisors
North Carolina
$22.7K +$22.9K +689 +6,890%
VFA
338
Virtus Fund Advisers
Connecticut
$22K – – –
SIM
339
Sentry Investment Management
Wisconsin
$21K – – –
PA
340
Parallel Advisors
California
$17K +$17.4K +523 New
National Pension Service
341
National Pension Service
South Korea
$16K +$16.3K +490 New
BTIS
342
BB&T Investment Services
North Carolina
$14K +$14.5K +436 New
QCG
343
Quadrant Capital Group
Ohio
$13K -$964 -29 -6%
CFA
344
CT Financial Advisors
Pennsylvania
$11.7K – – –
BBHC
345
Brown Brothers Harriman & Co
New York
$11K – – –
ARMC
346
American Research & Management Company
Massachusetts
$10K – – –
ClearBridge Investments
347
ClearBridge Investments
New York
$10K – – –
EWM
348
Endurance Wealth Management
Rhode Island
$10K – – –
PG
349
Patten Group
Tennessee
$10K – – –
MIFH
350
Migdal Insurance & Financial Holdings
Israel
$10K +$10.2K +308 New