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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
AR
351
Advisory Research
Illinois
$715K +$242K +5,781 +52%
DADC
352
D.A. Davidson & Co
Montana
$713K -$575K -13,702 -45%
CGH
353
Crossmark Global Holdings
Texas
$713K +$19.4K +463 +3%
SIA
354
Soltis Investment Advisors
Utah
$713K +$707K +16,849 New
KRS
355
Kentucky Retirement Systems
Kentucky
$712K -$42.9K -1,022 -6%
Mariner
356
Mariner
Kansas
$711K +$184K +4,381 +35%
AQR Capital Management
357
AQR Capital Management
Connecticut
$707K -$1.17M -27,954 -63%
EE
358
EWG Elevate
California
$695K -$333K -7,951 -33%
PFA
359
Pinnacle Family Advisors
Missouri
$677K +$674K +16,059 New
YIH
360
Y-Intercept (HK)
Hong Kong
$676K +$670K +15,981 New
VVP
361
Venture Visionary Partners
Ohio
$672K +$142K +3,396 +27%
FNT
362
First National Trust
Pennsylvania
$666K +$6.92K +165 +1%
Vanguard Personalized Indexing Management
363
Vanguard Personalized Indexing Management
California
$663K +$657K +15,658 New
PCM
364
Princeton Capital Management
New Jersey
$662K -$12.2K -290 -2%
AP
365
Advisor Partners
California
$662K -$5.7K -136 -0.9%
Connor, Clark & Lunn Investment Management (CC&L)
366
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$662K +$656K +15,649 New
GWM
367
Geneos Wealth Management
Colorado
$661K -$65.6K -1,564 -9%
MAFM
368
Mid Atlantic Financial Management
Pennsylvania
$656K +$180K +4,280 +38%
WA
369
Wambolt & Associates
Colorado
$650K +$324K +7,727 +103%
BFA
370
Beacon Financial Advisory
Ohio
$649K +$54.3K +1,294 +9%
PFO
371
Pathstone Family Office
New Jersey
$649K +$398K +9,494 +168%
NA
372
NewEdge Advisors
Louisiana
$646K +$640K +15,272 New
AIL
373
AGF Investments LLC
Ontario, Canada
$636K +$585K +13,937 +1,266%
HI
374
Harbour Investments
Wisconsin
$631K -$61.4K -1,463 -9%
VF
375
Virtu Financial
New York
$631K +$262K +6,240 +72%