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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
PMA
376
Prudent Man Advisors
Illinois
$776K -$11.2K -235 -2%
MAM
377
Meeder Asset Management
Ohio
$769K +$380K +7,983 +135%
ANRIA
378
American National Registered Investment Advisor
Texas
$768K -$11.6K -244 -2%
Creative Planning
379
Creative Planning
Kansas
$768K +$29.7K +623 +5%
MC
380
Mathes Company
New York
$767K -$1.1M -23,000 -62%
PCM
381
Princeton Capital Management
New Jersey
$761K +$41.9K +880 +7%
EFS
382
Essex Financial Services
Connecticut
$758K +$68.2K +1,431 +12%
WFS
383
Widmann Financial Services
Maryland
$757K +$47.4K +995 +8%
BOTW
384
Bank of the West
California
$739K -$94.8K -1,990 -13%
TFA
385
Teamwork Financial Advisors
Texas
$718K -$739K -15,520 -55%
ASFA
386
All Season Financial Advisors
Colorado
$707K +$93.7K +1,967 +18%
KBC Group
387
KBC Group
Belgium
$706K
WA
388
Winfield Associates
Ohio
$703K -$7.62K -160 -1%
SPC
389
Sigma Planning Corp
Michigan
$698K -$6.48K -136 -1%
HPC
390
HM Payson & Co
Maine
$680K
FM
391
Foster & Motley
Ohio
$673K -$76K -1,596 -12%
CSIA
392
Carl Stuart Investment Advisor
Texas
$673K +$57.9K +1,215 New
CIM
393
Contravisory Investment Management
Massachusetts
$665K -$72.8K -1,528 -11%
AIC
394
Archer Investment Corporation
Indiana
$665K
EOJOAM
395
E. Ohman J:or Asset Management
Sweden
$662K -$195K -4,100 -26%
SIA
396
Strategic Investment Advisors
Michigan
$653K +$561K +11,785 New
AIA
397
Armor Investment Advisors
North Carolina
$649K +$83.3K +1,748 +18%
NMIMC
398
Northwestern Mutual Investment Management Company
Wisconsin
$638K -$71.9K -1,509 -12%
DCM
399
Delta Capital Management
New Jersey
$638K +$5.24K +110 +1%
I
400
INVST
Indiana
$637K -$8.1K -170 -1%