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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
426
American Institute for Advanced Investment Management
Arizona
$569K +$42.9K +850 +8%
BOTW
427
Bank of the West
California
$567K +$1.72K +34 +0.3%
SIA
428
Strategic Investment Advisors
Michigan
$566K -$27.7K -548 -5%
OWA
429
Outlook Wealth Advisors
Texas
$555K -$11K -218 -2%
B
430
Bailard
California
$554K – – –
WCM
431
WealthBridge Capital Management
Ohio
$552K +$177K +3,508 +46%
PAM
432
Pegasus Asset Management
New York
$551K – – –
MLL
433
Moody Lynn & Lieberson
Massachusetts
$551K -$10.7K -212 -2%
PAS
434
Park Avenue Securities
New York
$548K +$57.1K +1,132 +11%
HAIM
435
Hunter Associates Investment Management
Pennsylvania
$542K – – –
APW
436
Atlantic Private Wealth
North Carolina
$541K – – –
TRCT
437
Tower Research Capital (TRC)
New York
$540K -$170K -3,367 -24%
RIA
438
Realta Investment Advisors
Delaware
$537K +$19.1K +378 +4%
PAM
439
Panagora Asset Management
Massachusetts
$531K -$239K -4,737 -31%
PRC
440
Pearl River Capital
Michigan
$530K +$9.59K +190 +2%
FFA
441
Founders Financial Alliance
North Carolina
$529K +$45K +892 +9%
USAA
442
United Services Automobile Association
Texas
$528K – – –
IFG
443
Independent Financial Group
California
$527K -$21.8K -431 -4%
TPWA
444
TRUE Private Wealth Advisors
Oregon
$527K +$151 +3 +0%
KRSITF
445
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$519K – – –
BMSSC
446
B. Metzler seel. Sohn & Co
Germany
$510K +$232K +4,589 +81%
SSG
447
Summit Securities Group
New York
$510K +$102K +2,021 +25%
CFGS
448
Concourse Financial Group Securities
Alabama
$509K -$45.9K -910 -8%
SBH
449
Segall Bryant & Hamill
Illinois
$508K -$12.2K -241 -2%
PT
450
Plimoth Trust
Massachusetts
$502K – – –
16 17
18
19 20