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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
NIP
376
Nicholas Investment Partners
California
$771K +$833K +15,835 New
TI
377
Tidal Investments
Wisconsin
$762K +$222K +4,217 +37%
BFA
378
Beacon Financial Advisory
Ohio
$760K +$4.79K +91 +0.6%
AFM
379
Abbot Financial Management
Massachusetts
$760K +$13.2K +250 +2%
LNWWM
380
Laird Norton Wetherby Wealth Management
California
$757K +$294K +5,578 +56%
OC
381
Oppenheimer & Co
New York
$755K -$388K -7,371 -32%
Creative Planning
382
Creative Planning
Kansas
$754K +$85.9K +1,633 +12%
JC
383
JB Capital
Connecticut
$748K +$26.2K +498 +3%
BCV
384
Banque Cantonale Vaudoise
Switzerland
$747K +$274K +5,200 +51%
AI
385
AdvisorShares Investments
Maryland
$741K +$800K +15,210 New
BRWM
386
B. Riley Wealth Management
Tennessee
$739K +$193K +3,673 +32%
QC
387
Quadrature Capital
United Kingdom
$728K +$786K +14,942 New
RIG
388
Roosevelt Investment Group
New York
$711K +$7.74K +147 +1%
EFS
389
Essex Financial Services
Connecticut
$706K +$43.1K +819 +6%
PFO
390
Pathstone Family Office
New Jersey
$702K -$142K -2,692 -16%
AP
391
Advisor Partners
California
$697K -$7.26K -138 -1%
BCA
392
Bay Colony Advisors
Massachusetts
$690K -$9.53K -181 -1%
MC
393
Mathes Company
New York
$674K – – –
PCM
394
Princeton Capital Management
New Jersey
$669K – – –
WFS
395
Widmann Financial Services
Maryland
$669K +$4.79K +91 +0.7%
MAM
396
Meeder Asset Management
Ohio
$664K -$13.1K -248 -2%
YIH
397
Y-Intercept (HK)
Hong Kong
$658K +$711K +13,511 New
Rafferty Asset Management
398
Rafferty Asset Management
New York
$657K -$123K -2,340 -15%
SC
399
Scotia Capital
Ontario, Canada
$638K +$317K +6,032 +85%
RFM
400
Royal Fund Management
Florida
$635K +$223K +4,243 +48%