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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
PT
426
Plimoth Trust
Massachusetts
$641K +$65.7K +1,200 +12%
AFM
427
Abbot Financial Management
Massachusetts
$639K -$65.7K -1,200 -10%
VAS
428
Vestmark Advisory Solutions
Massachusetts
$638K +$214K +3,914 +53%
WHG
429
Westwood Holdings Group
Texas
$636K -$3.56M -65,000 -85%
Squarepoint
430
Squarepoint
New York
$635K -$493K -9,013 -45%
IFG
431
Independent Financial Group
California
$634K +$31.5K +575 +5%
GAG
432
GM Advisory Group
New York
$630K +$276K +5,038 +83%
HAIM
433
Hunter Associates Investment Management
Pennsylvania
$618K
WCM
434
WealthBridge Capital Management
Ohio
$618K -$2.19K -40 -0.4%
GCP
435
GSA Capital Partners
United Kingdom
$616K +$593K +10,838 New
CFGS
436
Concourse Financial Group Securities
Alabama
$610K -$40.1K -733 -6%
OCPWS
437
One Charles Private Wealth Services
Massachusetts
$609K +$38.8K +708 +7%
OWA
438
Outlook Wealth Advisors
Texas
$602K -$32.4K -592 -5%
KRSITF
439
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$595K +$6.84K +125 +1%
APG Asset Management
440
APG Asset Management
Netherlands
$594K
Parallax Volatility Advisers
441
Parallax Volatility Advisers
California
$587K +$566K +10,336 New
Fayez Sarofim & Co
442
Fayez Sarofim & Co
Texas
$584K -$28K -512 -5%
FFA
443
Founders Financial Alliance
North Carolina
$583K +$12.7K +232 +2%
BMSSC
444
B. Metzler seel. Sohn & Co
Germany
$582K
MA
445
Montag & Associates
Georgia
$568K
AIC
446
Archer Investment Corporation
Indiana
$568K -$109K -2,000 -17%
AIA
447
Armor Investment Advisors
North Carolina
$568K +$10.2K +186 +2%
SPIA
448
Steward Partners Investment Advisory
New York
$567K +$38.5K +704 +8%
TFA
449
Teamwork Financial Advisors
Texas
$566K -$74.1K -1,353 -12%
MC
450
Mathes Company
New York
$565K +$545K +9,950 New