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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
401
Formidable Asset Management
Ohio
$631K +$285K +5,418 +72%
KBC Group
402
KBC Group
Belgium
$621K
HPC
403
HM Payson & Co
Maine
$597K +$53 +1 +0%
DCM
404
Delta Capital Management
New Jersey
$595K +$36.8K +700 +6%
PMA
405
Prudent Man Advisors
Illinois
$590K -$99.4K -1,888 -13%
TPW
406
Transatlantique Private Wealth
New York
$589K +$636K +12,089 New
AIC
407
Archer Investment Corporation
Indiana
$584K
Fayez Sarofim & Co
408
Fayez Sarofim & Co
Texas
$583K -$285K -5,420 -31%
FM
409
Foster & Motley
Ohio
$582K -$10.6K -201 -2%
EOJOAM
410
E. Ohman J:or Asset Management
Sweden
$582K
Cerity Partners
411
Cerity Partners
New York
$581K -$377K -7,173 -38%
SPC
412
Sigma Planning Corp
Michigan
$580K -$36.9K -702 -6%
FFN
413
Focus Financial Network
Minnesota
$577K +$86.3K +1,639 +16%
SIA
414
Strategic Investment Advisors
Michigan
$575K +$1.21K +23 +0.2%
RPCONE
415
Retirement Planning Company of New England
Rhode Island
$570K +$13.6K +258 +2%
CIM
416
Contravisory Investment Management
Massachusetts
$569K -$16.6K -315 -3%
NMIMC
417
Northwestern Mutual Investment Management Company
Wisconsin
$565K +$5K +95 +0.8%
AIA
418
Armor Investment Advisors
North Carolina
$564K -$6.47K -123 -1%
PAM
419
Pegasus Asset Management
New York
$560K
WSC
420
Wellington Shields & Co
New York
$559K +$21.1K +400 +4%
HAG
421
HighPoint Advisor Group
Illinois
$556K +$600K +11,395 New
LNC
422
Lincoln National Corp
Pennsylvania
$553K +$4.95K +94 +0.8%
BOTW
423
Bank of the West
California
$552K -$105K -2,000 -15%
OWA
424
Outlook Wealth Advisors
Texas
$551K +$9.89K +188 +2%
APG Asset Management
425
APG Asset Management
Netherlands
$550K -$337K -6,400 -35%