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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
SF
401
Symphony Financial
Texas
$943K +$879K +14,011 New
MLL
402
Moody Lynn & Lieberson
Massachusetts
$941K +$2.82K +45 +0.3%
CAM
403
Creekmur Asset Management
Illinois
$917K +$822K +13,100 New
PCM
404
Princeton Capital Management
New Jersey
$916K
FIA
405
Foundations Investment Advisors
Arizona
$901K +$196K +3,124 +32%
BPA
406
Beacon Pointe Advisors
California
$897K -$340K -5,420 -30%
CAG
407
Csenge Advisory Group
Florida
$896K +$44.6K +711 +6%
Vanguard Personalized Indexing Management
408
Vanguard Personalized Indexing Management
California
$887K -$106K -1,682 -12%
MCM
409
MAI Capital Management
Ohio
$886K +$25.5K +406 +3%
CAM
410
Columbia Asset Management
Michigan
$879K -$54.4K -868 -6%
HPC
411
HM Payson & Co
Maine
$858K
FIM
412
Freedom Investment Management
Connecticut
$858K -$51.6K -823 -6%
RWA
413
Redhawk Wealth Advisors
Minnesota
$850K +$127K +2,019 +20%
KA
414
Kintegral Advisory
New York
$850K -$4.83K -77 -0.6%
SC
415
Savant Capital
Illinois
$839K -$22K -350 -3%
EOJOAM
416
E. Ohman J:or Asset Management
Sweden
$836K -$226K -3,600 -23%
Assenagon Asset Management
417
Assenagon Asset Management
Luxembourg
$813K
FIC
418
FCG Investment Company
Tennessee
$812K +$728K +11,609 New
MWPCG
419
Measured Wealth Private Client Group
New Hampshire
$812K
GAA
420
Guardian Asset Advisors
Pennsylvania
$809K +$725K +11,555 New
WCM
421
WealthBridge Capital Management
Ohio
$807K +$8.28K +132 +1%
OC
422
Oppenheimer & Co
New York
$806K +$264K +4,208 +58%
PAM
423
Pegasus Asset Management
New York
$804K
OCPWS
424
One Charles Private Wealth Services
Massachusetts
$803K +$47.9K +764 +7%
RPCONE
425
Retirement Planning Company of New England
Rhode Island
$802K +$7.09K +113 +1%