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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
HI
426
Harbour Investments
Wisconsin
$591K -$19K -362 -3%
PAM
427
Pegasus Asset Management
New York
$585K – – –
HAIM
428
Hunter Associates Investment Management
Pennsylvania
$578K – – –
WCM
429
WealthBridge Capital Management
Ohio
$577K -$7.96K -152 -1%
APW
430
Atlantic Private Wealth
North Carolina
$574K – – –
Fayez Sarofim & Co
431
Fayez Sarofim & Co
Texas
$571K -$61.8K -1,179 -10%
DWM
432
Drive Wealth Management
Utah
$571K +$558K +10,657 New
IFG
433
Independent Financial Group
California
$560K +$105 +2 +0%
APG Asset Management
434
APG Asset Management
Netherlands
$555K -$889K -16,970 -60%
MS
435
Madden Securities
Texas
$554K -$1.86M -35,459 -77%
KRSITF
436
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$547K -$3.83K -73 -0.7%
BMSSC
437
B. Metzler seel. Sohn & Co
Germany
$542K – – –
CRI
438
Colonial River Investments
Virginia
$534K +$12.8K +245 +2%
BIA
439
Beacon Investment Advisors
Maryland
$533K +$3.04K +58 +0.6%
PT
440
Plimoth Trust
Massachusetts
$533K – – –
SBH
441
Segall Bryant & Hamill
Illinois
$531K -$8.75K -167 -2%
MA
442
Montag & Associates
Georgia
$530K – – –
OCPWS
443
One Charles Private Wealth Services
Massachusetts
$529K +$106K +2,019 +25%
FFA
444
Founders Financial Alliance
North Carolina
$529K -$30.7K -585 -6%
CBOR
445
Community Bank of Raymore
Missouri
$524K +$79.7K +1,520 +18%
AIA
446
Armor Investment Advisors
North Carolina
$519K +$12.9K +246 +3%
AIFAIM
447
American Institute for Advanced Investment Management
Arizona
$519K -$39.3K -750 -7%
AUB
448
Atlantic Union Bankshares
Virginia
$518K – – –
MFG
449
Merit Financial Group
Georgia
$517K +$6.66K +127 +1%
B
450
Bailard
California
$514K -$73.6K -1,405 -13%