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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
426
Lombard Odier Asset Management (Switzerland)
Switzerland
$485K +$28.7K +637 +6%
EFS
427
Essex Financial Services
Connecticut
$478K -$2.43K -54 -0.5%
DFG
428
Demars Financial Group
Washington
$477K +$33.2K +737 +7%
FRM
429
Fox Run Management
Connecticut
$475K +$492K +10,927 New
WAM
430
World Asset Management
Michigan
$473K -$28.4K -631 -5%
IF
431
IRON Financial
Illinois
$473K +$490K +10,895 New
B
432
Bailard
California
$472K -$24.1K -535 -5%
SSG
433
Summit Securities Group
New York
$452K +$468K +10,400 New
CCA
434
Catalyst Capital Advisors
New York
$451K
Capstone Investment Advisors
435
Capstone Investment Advisors
New York
$451K +$467K +10,374 New
ECM
436
Estabrook Capital Management
New York
$446K -$90.3K -2,006 -16%
FFA
437
Founders Financial Alliance
North Carolina
$441K +$72.7K +1,616 +19%
ACM
438
Advisors Capital Management
New Jersey
$440K +$456K +10,130 New
PT
439
Plimoth Trust
Massachusetts
$438K
CA
440
Capitolis Advisors
New York
$438K +$438K +9,723 New
AUB
441
Atlantic Union Bankshares
Virginia
$434K -$4.5K -100 -1%
CFGS
442
Concourse Financial Group Securities
Alabama
$432K +$10.1K +225 +2%
BCM
443
Bayesian Capital Management
New York
$430K -$113K -2,500 -20%
LNC
444
Lincoln National Corp
Pennsylvania
$429K +$6.8K +151 +2%
IMRF
445
Illinois Municipal Retirement Fund
Illinois
$427K
BRWM
446
B. Riley Wealth Management
Tennessee
$422K -$2.52K -56 -0.6%
LNWWM
447
Laird Norton Wetherby Wealth Management
California
$421K +$54.7K +1,215 +14%
AIA
448
Armor Investment Advisors
North Carolina
$418K +$9K +200 +2%
HAG
449
HighPoint Advisor Group
Illinois
$413K +$428K +9,513 New
IRC
450
Investors Research Corp
Georgia
$412K