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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
GT
401
Glenmede Trust
Pennsylvania
$156K – – –
MIFH
402
Migdal Insurance & Financial Holdings
Israel
$156K +$112K +3,181 +263%
AWM
403
Aevitas Wealth Management
Massachusetts
$153K +$1.8K +51 +1%
Victory Capital Management
404
Victory Capital Management
Texas
$149K -$883 -25 -0.6%
GRP
405
Global Retirement Partners
California
$145K +$30.4K +860 +27%
MERSOM
406
Municipal Employees' Retirement System of Michigan
Michigan
$137K -$135K -3,830 -50%
Macquarie Group
407
Macquarie Group
Australia
$135K – – –
CI
408
CX Institutional
Indiana
$126K +$125K +3,544 New
CAC
409
Certified Advisory Corp
Florida
$121K – – –
PFGIA
410
Patriot Financial Group Insurance Agency
Massachusetts
$117K +$10.6K +300 +10%
SWM
411
SeaCrest Wealth Management
New York
$115K +$10.6K +300 +10%
RWM
412
Raffa Wealth Management
District of Columbia
$112K +$37.8K +1,071 +51%
PG
413
Proffitt & Goodson
Tennessee
$95K +$95K +2,690 New
TCOV
414
Trust Company of Vermont
Vermont
$94K +$91K +2,575 +3,433%
Bessemer Group
415
Bessemer Group
New Jersey
$89K +$27.9K +789 +46%
LS
416
Livforsakringsbolaget Skandia
Sweden
$87K – – –
PA
417
Parallel Advisors
California
$85K +$80.1K +2,267 +1,619%
FQ
418
First Quadrant
California
$83K +$82.8K +2,344 New
Carson Wealth (CWM LLC)
419
Carson Wealth (CWM LLC)
Nebraska
$82K +$68.3K +1,934 New
GEA
420
Glen Eagle Advisors
New Jersey
$80.3K +$10.9K +310 +16%
TI
421
Truehand Inc
New Hampshire
$79K – – –
KPCM
422
Kings Point Capital Management
New York
$78K – – –
GWM
423
Geneos Wealth Management
Colorado
$78K +$48.1K +1,363 +158%
Northwestern Mutual Wealth Management
424
Northwestern Mutual Wealth Management
Wisconsin
$75K -$14.1K -400 -16%
VCM
425
Vigilant Capital Management
Maine
$72K – – –