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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
NW
376
Naviter Wealth
Arkansas
$927K +$81.2K +1,329 +9%
EOJOAM
377
E. Ohman J:or Asset Management
Sweden
$925K
EWA
378
EP Wealth Advisors
California
$917K -$951K -15,564 -50%
CIAS
379
Capital Investment Advisory Services
North Carolina
$914K +$2.32K +38 +0.2%
MGP
380
Metis Global Partners
California
$909K +$146K +2,384 +18%
BFA
381
Beacon Financial Advisory
Ohio
$903K +$10.1K +166 +1%
I
382
INVST
Indiana
$900K -$162K -2,651 -15%
NMERB
383
New Mexico Educational Retirement Board
New Mexico
$900K +$61.1K +1,000 +7%
TSWM
384
Tyler-Stone Wealth Management
Ohio
$896K -$131K -2,150 -12%
NW
385
NewEdge Wealth
Pennsylvania
$893K -$143K -2,341 -13%
BFG
386
Bleakley Financial Group
New Jersey
$880K -$6.29K -103 -0.7%
SS
387
Simplicity Solutions
Minnesota
$880K -$6.29K -103 -0.7%
CSPIA
388
Cary Street Partners Investment Advisory
Virginia
$875K +$78.8K +1,289 +10%
CAS
389
Coppell Advisory Solutions
Texas
$868K +$94.3K +1,544 +10%
PI
390
PGGM Investments
Netherlands
$859K +$116K +1,900 +15%
Vanguard Personalized Indexing Management
391
Vanguard Personalized Indexing Management
California
$853K +$1.65K +27 +0.2%
PAS
392
Park Avenue Securities
New York
$849K +$106K +1,734 +14%
Schroder Investment Management Group
393
Schroder Investment Management Group
United Kingdom
$843K
SPIA
394
Steward Partners Investment Advisory
New York
$843K +$257K +4,203 +42%
CTA
395
Chesley Taft & Associates
Illinois
$826K +$849K +13,900 New
WFS
396
Widmann Financial Services
Maryland
$826K
CIM
397
Contravisory Investment Management
Massachusetts
$808K +$2.08K +34 +0.3%
CAM
398
Columbia Asset Management
Michigan
$799K -$14.3K -234 -2%
MLL
399
Moody Lynn & Lieberson
Massachusetts
$797K -$1.83K -30 -0.2%
LFAS
400
Level Four Advisory Services
Texas
$794K -$85.2K -1,395 -9%