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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
MMG
376
Monetary Management Group
Missouri
$713K -$225K -5,000 -23%
PFO
377
Pathstone Family Office
New Jersey
$711K +$45.9K +1,020 +7%
FNT
378
First National Trust
Pennsylvania
$698K +$13.7K +304 +2%
FM
379
Foster & Motley
Ohio
$695K -$153K -3,390 -17%
SS
380
Simplicity Solutions
Minnesota
$689K +$205K +4,546 +40%
BFA
381
Beacon Financial Advisory
Ohio
$687K +$22.1K +490 +3%
VVP
382
Venture Visionary Partners
Ohio
$671K -$53.4K -1,187 -7%
WAP
383
Wealthcare Advisory Partners
Pennsylvania
$666K +$21.9K +487 +3%
AP
384
Advisor Partners
California
$656K -$25.3K -563 -4%
AIL
385
AGF Investments LLC
Ontario, Canada
$654K +$360 +8 +0.1%
PHK
386
Point72 Hong Kong
Hong Kong
$648K +$671K +14,904 New
DAM
387
Diamant Asset Management
Connecticut
$642K +$665K +14,775 New
CS
388
Candriam SCA
Luxembourg
$637K -$657K -14,596 -50%
HH
389
Hilltop Holdings
Texas
$637K
Vanguard Personalized Indexing Management
390
Vanguard Personalized Indexing Management
California
$636K -$45.6K -1,012 -6%
SSA
391
Schonfeld Strategic Advisors
New York
$617K -$2.66M -59,100 -81%
ANRIA
392
American National Registered Investment Advisor
Texas
$613K -$1.94K -43 -0.3%
VF
393
Virtu Financial
New York
$604K -$45.7K -1,015 -7%
SCA
394
SMH Capital Advisors
Texas
$601K -$3.83K -85 -0.6%
WSC
395
Wellington Shields & Co
New York
$596K +$450 +10 +0.1%
QC
396
Quantedge Capital
Singapore
$595K
MAFM
397
Mid Atlantic Financial Management
Pennsylvania
$590K -$87.1K -1,934 -12%
LDB
398
Lee, Danner & Bass
Tennessee
$587K +$176K +3,905 +41%
HI
399
Harbour Investments
Wisconsin
$580K -$70.6K -1,569 -11%
SOAMC
400
Spirit of America Management Corp
New York
$576K +$596K +13,250 New