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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
EOJOAM
376
E. Ohman J:or Asset Management
Sweden
$884K
CIAS
377
Capital Investment Advisory Services
North Carolina
$871K +$23.3K +426 +3%
BFA
378
Beacon Financial Advisory
Ohio
$853K +$4.05K +74 +0.5%
FIM
379
Freedom Investment Management
Connecticut
$852K -$101K -1,840 -11%
SS
380
Simplicity Solutions
Minnesota
$847K -$393K -7,172 -32%
BFG
381
Bleakley Financial Group
New Jersey
$847K -$70.8K -1,293 -8%
LFAS
382
Level Four Advisory Services
Texas
$838K -$147K -2,686 -15%
DCM
383
Dupont Capital Management
Delaware
$836K -$62.9K -1,149 -7%
API
384
Advisor Partners II
California
$820K +$45.2K +825 +6%
Vanguard Personalized Indexing Management
385
Vanguard Personalized Indexing Management
California
$814K +$32.4K +592 +4%
NW
386
Naviter Wealth
Arkansas
$809K +$102K +1,860 +15%
Schroder Investment Management Group
387
Schroder Investment Management Group
United Kingdom
$806K -$153K -2,787 -16%
CAG
388
Csenge Advisory Group
Florida
$803K +$59.1K +1,080 +8%
NMERB
389
New Mexico Educational Retirement Board
New Mexico
$803K +$38.3K +700 +5%
PP
390
Paloma Partners
Connecticut
$803K +$774K +14,131 New
CWM
391
C2C Wealth Management
Arizona
$802K -$32.8K -600 -4%
EWA
392
EP Wealth Advisors
California
$800K +$1.64M +29,935 +2,827%
WFS
393
Widmann Financial Services
Maryland
$789K +$12.6K +230 +2%
CAM
394
Columbia Asset Management
Michigan
$777K -$32.5K -593 -4%
EGM
395
Engineers Gate Manager
New York
$775K +$746K +13,633 New
PFO
396
Pathstone Family Office
New Jersey
$773K +$8.65K +158 +1%
CIM
397
Contravisory Investment Management
Massachusetts
$770K +$7.72K +141 +1%
MLL
398
Moody Lynn & Lieberson
Massachusetts
$763K +$124K +2,259 +20%
CSPIA
399
Cary Street Partners Investment Advisory
Virginia
$763K +$60.2K +1,099 +9%
RIA
400
Realta Investment Advisors
Delaware
$762K +$38.7K +707 +6%