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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
376
Beacon Financial Advisory
Ohio
$686K -$1.41K -28 -0.2%
CIAS
377
Capital Investment Advisory Services
North Carolina
$678K -$56.9K -1,126 -7%
PAM
378
Panagora Asset Management
Massachusetts
$677K -$158K -3,127 -17%
DA
379
Duality Advisers
Florida
$675K -$1.18M -23,279 -60%
Schroder Investment Management Group
380
Schroder Investment Management Group
United Kingdom
$675K -$308K -6,092 -28%
BCV
381
Banque Cantonale Vaudoise
Switzerland
$675K – – –
AIP
382
Ahrens Investment Partners
Louisiana
$673K -$29.7K -589 -4%
GWM
383
Geneos Wealth Management
Colorado
$660K -$92.3K -1,827 -11%
PFO
384
Pathstone Family Office
New Jersey
$654K +$21.9K +433 +3%
NMERB
385
New Mexico Educational Retirement Board
New Mexico
$653K -$60.6K -1,200 -7%
RIG
386
Roosevelt Investment Group
New York
$650K +$8.08K +160 +1%
Two Sigma Investments
387
Two Sigma Investments
New York
$644K +$740K +14,656 New
TPW
388
Transatlantique Private Wealth
New York
$626K +$109K +2,153 +18%
TRCT
389
Tower Research Capital (TRC)
New York
$624K -$1.03M -20,303 -59%
API
390
Advisor Partners II
California
$623K +$715K +14,168 New
BCA
391
Bay Colony Advisors
Massachusetts
$618K -$8.08K -160 -1%
PCM
392
Princeton Capital Management
New Jersey
$604K – – –
WFS
393
Widmann Financial Services
Maryland
$596K -$10.4K -206 -1%
FM
394
Foster & Motley
Ohio
$592K +$75.8K +1,502 +13%
FAM
395
Formidable Asset Management
Ohio
$582K +$11.8K +233 +2%
KBC Group
396
KBC Group
Belgium
$575K +$16.4K +324 +3%
PMA
397
Prudent Man Advisors
Illinois
$562K +$34K +673 +6%
PWM
398
Perigon Wealth Management
California
$560K +$643K +12,728 New
AWM
399
Ameliora Wealth Management
Switzerland
$549K +$611K +12,100 New
HI
400
Harbour Investments
Wisconsin
$548K – – –