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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
351
Wealthspire Advisors (Maryland)
Maryland
$23K +$4.09K +117 +21%
WTC
352
WhitTier Trust Company
Nevada
$23K +$23.6K +676 New
ClearBridge Investments
353
ClearBridge Investments
New York
$21K
SIM
354
Sentry Investment Management
Wisconsin
$20K
GLI
355
Guardian Life Insurance
New York
$19K -$13.8K -395 -42%
FFC
356
First Financial Corp
Indiana
$19K
QCG
357
Quadrant Capital Group
Ohio
$17K +$5.67K +162 +33%
WA
358
WFG Advisors
Texas
$17K +$17.5K +500 New
BTIS
359
BB&T Investment Services
North Carolina
$15K +$245 +7 +2%
EWM
360
Evercore Wealth Management
New York
$14K +$7.87K +225 +123%
BBHC
361
Brown Brothers Harriman & Co
New York
$13K
EFSCE
362
Enterprise Financial Services Corp (EFSC)
Missouri
$13K +$5.25K +150 +63%
ARMC
363
American Research & Management Company
Massachusetts
$11K
EWM
364
Endurance Wealth Management
Rhode Island
$11K
PG
365
Patten Group
Tennessee
$10K
WAS
366
Winch Advisory Services
Wisconsin
$10K +$10.3K +294 New
MLFP
367
MPS Loria Financial Planners
Illinois
$9K +$8.74K +250 New
RWA
368
Ropes Wealth Advisors
Massachusetts
$8K +$7.73K +221 +1,381%
PSUF
369
People's United Financial
Connecticut
$7K
DSC
370
Duncker Streett & Co
Missouri
$7K +$7K +200 New
PA
371
Parallel Advisors
California
$6K
ZB
372
Zions Bancorporation
Utah
$5K +$1.26K +36 +30%
GBT
373
Grove Bank & Trust
Florida
$4K +$4.02K +115 New
WIM
374
Westside Investment Management
California
$3.35K
GAM
375
Gemmer Asset Management
California
$3K