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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
HI
426
Harbour Investments
Wisconsin
$548K +$592K +11,252 New
BCM
427
BTC Capital Management
Iowa
$535K
CFGS
428
Concourse Financial Group Securities
Alabama
$534K +$49.2K +934 +9%
GLA
429
Great Lakes Advisors
Illinois
$533K +$576K +10,952 New
HAIM
430
Hunter Associates Investment Management
Pennsylvania
$531K +$363K +6,900 +173%
VF
431
Virtu Financial
New York
$520K +$195K +3,704 +53%
DT
432
Diversified Trust
Tennessee
$520K +$562K +10,679 New
USAA
433
United Services Automobile Association
Texas
$516K +$558K +10,601 New
TPWA
434
TRUE Private Wealth Advisors
Oregon
$514K -$5.21K -99 -0.9%
VC
435
Vicus Capital
Pennsylvania
$514K +$182K +3,456 +49%
IFG
436
Independent Financial Group
California
$509K -$30.2K -573 -5%
PAS
437
Park Avenue Securities
New York
$509K +$102K +1,934 +23%
AC
438
Allstate Corporation
Illinois
$509K +$550K +10,451 New
ARC
439
Advisor Resource Council
Texas
$508K +$240K +4,561 +78%
FA
440
FDx Advisors
Illinois
$502K +$158 +3 +0%
WAP
441
Wealthcare Advisory Partners
Pennsylvania
$500K -$48.3K -917 -8%
B
442
Bailard
California
$499K +$34.3K +651 +7%
IG
443
ING Group
Netherlands
$498K -$2.11M -40,084 -80%
CSPIA
444
Cary Street Partners Investment Advisory
Virginia
$496K +$536K +10,187 New
MA
445
Montag & Associates
Georgia
$495K -$28.9K -550 -5%
DFG
446
Demars Financial Group
Washington
$492K +$21.7K +413 +4%
PT
447
Plimoth Trust
Massachusetts
$491K
CRI
448
Colonial River Investments
Virginia
$490K -$22.2K -421 -4%
RIA
449
Realta Investment Advisors
Delaware
$490K -$3.79K -72 -0.7%
Lazard Asset Management
450
Lazard Asset Management
New York
$488K -$489K -9,287 -48%