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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
CAW
351
Cornerstone Advisors (Washington)
Washington
$22K +$20.1K +521 +668%
QCG
352
Quadrant Capital Group
Ohio
$16K -$849 -22 -4%
CFA
353
CT Financial Advisors
Pennsylvania
$13.5K
BBHC
354
Brown Brothers Harriman & Co
New York
$13K
ARMC
355
American Research & Management Company
Massachusetts
$12K -$4.63K -120 -28%
EWM
356
Endurance Wealth Management
Rhode Island
$11K
ClearBridge Investments
357
ClearBridge Investments
New York
$11K +$11.6K +300 New
BAM
358
Bruderman Asset Management
New York
$10K
WAM
359
Wealthspire Advisors (Maryland)
Maryland
$10K
PG
360
Patten Group
Tennessee
$9.62K
EWM
361
Evercore Wealth Management
New York
$7K -$6.94K -180 -50%
VOYA Investment Management
362
VOYA Investment Management
Georgia
$6.68K +$174K +4,505 +3%
ACM
363
Armbruster Capital Management
New York
$6K
Simplex Trading
364
Simplex Trading
Illinois
$5K +$5.94K +154 New
GT
365
Glenmede Trust
Pennsylvania
$4K +$1K +26 +30%
FANJ
366
Financial Architects (New Jersey)
New Jersey
$3K
GAM
367
Gemmer Asset Management
California
$3K
Loomis, Sayles & Company
368
Loomis, Sayles & Company
Massachusetts
$3K
AA
369
Apriem Advisors
California
$2K
PMFA
370
Plante Moran Financial Advisors
Michigan
$2K
ZB
371
Zions Bancorporation
Utah
$2K
TFO
372
Tarbox Family Office
California
$2K +$1.16K +30 +103%
GI
373
Gradient Investments
Minnesota
$1K
HCM
374
Herndon Capital Management
Georgia
$1K
PFBT
375
Parkside Financial Bank & Trust
Missouri
$1K