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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
351
Bruderman Asset Management
New York
$9K +$166 +5 +2%
WAM
352
Wealthspire Advisors (Maryland)
Maryland
$9K +$532 +16 +6%
EFSCE
353
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$7.98K +240 New
EWM
354
Evercore Wealth Management
New York
$7K +$1.16K +35 +19%
GEA
355
Glen Eagle Advisors
New Jersey
$6.01K +$6.15K +185 New
ACM
356
Armbruster Capital Management
New York
$5K – – –
AA
357
Ancora Advisors
Ohio
$5K +$5.15K +155 New
ZB
358
Zions Bancorporation
Utah
$4K +$2.36K +71 +108%
IWM
359
IHT Wealth Management
Illinois
$4K +$3.56K +107 New
EARNEST Partners
360
EARNEST Partners
Georgia
$4K +$4.42K +133 New
Loomis, Sayles & Company
361
Loomis, Sayles & Company
Massachusetts
$3K – – –
GAM
362
Gemmer Asset Management
California
$3K +$332 +10 +15%
EF
363
Empirical Finance
Pennsylvania
$3K +$3.06K +92 New
CAW
364
Cornerstone Advisors (Washington)
Washington
$2K -$17.7K -531 -89%
PMFA
365
Plante Moran Financial Advisors
Michigan
$2K – – –
PCP
366
Proficio Capital Partners
Massachusetts
$2K +$2.03K +61 New
GT
367
Glenmede Trust
Pennsylvania
$1K -$2.39K -72 -64%
TFO
368
Tarbox Family Office
California
$1K -$665 -20 -34%
AA
369
Apriem Advisors
California
$1K – – –
GI
370
Gradient Investments
Minnesota
$1K – – –
PFBT
371
Parkside Financial Bank & Trust
Missouri
$1K – – –
SWA
372
Sutton Wealth Advisors
Florida
$520 – – –
RC
373
Resolution Capital
Australia
– -$47.7M -1,271,018 Closed
MTB
374
Mizuho Trust & Banking
Japan
– -$18.2M -484,498 Closed
PFMOSF
375
Philadelphia Financial Management of San Francisco
California
– -$15.5M -412,987 Closed