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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
326
Bar Harbor Wealth Management
New Hampshire
$300K
SYBT
327
Stock Yards Bank & Trust
Kentucky
$299K -$5.57K -165 -2%
ERSOT
328
Employees Retirement System of Texas
Texas
$299K
GCA
329
Gideon Capital Advisors
New York
$298K +$287K +8,506 New
PFGIA
330
Patriot Financial Group Insurance Agency
Massachusetts
$280K
MA
331
Mutual Advisors
Nebraska
$276K
SSWM
332
Sheets Smith Wealth Management
North Carolina
$276K +$12.7K +375 +5%
Baird Financial Group
333
Baird Financial Group
Wisconsin
$272K +$262K +7,759 New
BFEC
334
Benjamin F. Edwards & Company
Missouri
$269K -$225K -6,651 -46%
WG
335
Winton Group
United Kingdom
$269K -$57.7K -1,708 -18%
PHK
336
Point72 Hong Kong
Hong Kong
$269K +$259K +7,680 New
AAM
337
American Asset Management
Florida
$268K +$6.76K +200 +3%
PAM
338
Pegasus Asset Management
New York
$267K +$4.05K +120 +2%
EFS
339
Essex Financial Services
Connecticut
$264K -$13.8K -408 -5%
MERSOM
340
Municipal Employees' Retirement System of Michigan
Michigan
$258K -$498K -14,740 -67%
NIM
341
Northeast Investment Management
Massachusetts
$258K
FC
342
FCA Corp
Texas
$252K
CC
343
ClearArc Capital
Ohio
$252K +$338 +10 +0.1%
TFA
344
Transamerica Financial Advisors
Florida
$249K +$240K +7,105 New
Renaissance Technologies
345
Renaissance Technologies
New York
$245K +$237K +7,014 New
ICA
346
Infrastructure Capital Advisors
New York
$241K
Mackenzie Financial
347
Mackenzie Financial
Ontario, Canada
$231K +$223K +6,605 New
WP
348
WealthPLAN Partners
Nebraska
$229K
CA
349
Cynosure Advisors
Utah
$228K
LS
350
Livforsakringsbolaget Skandia
Sweden
$226K