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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
MGP
401
Metis Global Partners
California
$679K +$155K +2,955 +30%
PMA
402
Prudent Man Advisors
Illinois
$676K -$14.3K -272 -2%
RIA
403
Realta Investment Advisors
Delaware
$672K +$102K +1,940 +18%
PRC
404
Pearl River Capital
Michigan
$672K +$108K +2,070 +19%
AFM
405
Abbot Financial Management
Massachusetts
$659K -$83.8K -1,600 -11%
NW
406
Naviter Wealth
Arkansas
$653K +$200K +3,825 +46%
CSPIA
407
Cary Street Partners Investment Advisory
Virginia
$652K +$22.5K +429 +4%
CC
408
Cipher Capital
New York
$652K -$1.12M -21,286 -63%
HPC
409
HM Payson & Co
Maine
$649K – – –
KA
410
Kintegral Advisory
New York
$648K -$34.1K -651 -5%
MCM
411
Monument Capital Management
Virginia
$643K -$647K -12,352 -50%
ECM
412
ExodusPoint Capital Management
New York
$636K +$630K +12,025 New
AIC
413
Archer Investment Corporation
Indiana
$634K – – –
PAS
414
Park Avenue Securities
New York
$631K +$48.8K +931 +8%
RPCONE
415
Retirement Planning Company of New England
Rhode Island
$626K +$3.93K +75 +0.6%
Cerity Partners
416
Cerity Partners
New York
$617K +$91.3K +1,742 +18%
DCM
417
Delta Capital Management
New Jersey
$609K – – –
WSC
418
Wellington Shields & Co
New York
$608K – – –
CFGS
419
Concourse Financial Group Securities
Alabama
$607K +$66.5K +1,269 +13%
Assenagon Asset Management
420
Assenagon Asset Management
Luxembourg
$606K -$11.1K -211 -2%
ACM
421
Adelante Capital Management
California
$603K +$598K +11,405 New
TFA
422
Teamwork Financial Advisors
Texas
$598K -$71.5K -1,364 -11%
SIA
423
Strategic Investment Advisors
Michigan
$597K -$3.88K -74 -0.7%
OWA
424
Outlook Wealth Advisors
Texas
$592K +$3.51K +67 +0.6%
MLL
425
Moody Lynn & Lieberson
Massachusetts
$591K +$6.08K +116 +1%