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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
401
Kings Point Capital Management
New York
$76K -$3.2M -89,870 -98%
VCM
402
Vigilant Capital Management
Maine
$70K
AIL
403
AGF Investments LLC
Ontario, Canada
$70K +$31.9K +895 +80%
PCM
404
Prelude Capital Management
New York
$70K +$71.9K +2,018 New
WTB
405
Washington Trust Bank
Washington
$69K
GEA
406
Glen Eagle Advisors
New Jersey
$64.9K
WWMSC
407
Wagner Wealth Management (South Carolina)
South Carolina
$63K
YWP
408
YorkBridge Wealth Partners
New York
$63K
AIM
409
Advantage Investment Management
Iowa
$62K +$22.8K +640 +55%
Federated Hermes
410
Federated Hermes
Pennsylvania
$59K
TAM
411
Tiverton Asset Management
Delaware
$54K
EDRH
412
Edmond de Rothschild Holding
Switzerland
$52K
FFC
413
First Financial Corp
Indiana
$52K
ACA
414
Atlas Capital Advisors
Wyoming
$51K
DWM
415
Destination Wealth Management
California
$50K
MIFH
416
Migdal Insurance & Financial Holdings
Israel
$47K -$3.63K -102 -7%
Bessemer Group
417
Bessemer Group
New Jersey
$47K +$13.8K +386 +39%
CG
418
Cutler Group
California
$47K +$48.6K +1,365 New
RE
419
RBC Europe
United Kingdom
$40.5K +$41.8K +1,173 New
AF
420
Advisornet Financial
Minnesota
$36K -$64.7K -1,815 -64%
Loomis, Sayles & Company
421
Loomis, Sayles & Company
Massachusetts
$32K
ClearBridge Investments
422
ClearBridge Investments
New York
$31K
CAGAS
423
Capital Advisory Group Advisory Services
Minnesota
$30K +$15.7K +440 +100%
MWPCG
424
Measured Wealth Private Client Group
New Hampshire
$30K +$30.6K +860 New
GLI
425
Guardian Life Insurance
New York
$28K +$1.03K +29 +4%