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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
426
O'Shaughnessy Asset Management
Connecticut
$800K +$230K +3,662 +47%
JIP
427
Jaffetilchin Investment Partners
Florida
$791K -$56.6K -903 -7%
BCA
428
Bay Colony Advisors
Massachusetts
$790K +$35.6K +568 +5%
AFM
429
Abbot Financial Management
Massachusetts
$787K
PS
430
Principal Securities
Iowa
$784K +$703K +11,208 New
WHG
431
Westwood Holdings Group
Texas
$784K
DT
432
Diversified Trust
Tennessee
$784K +$703K +11,203 New
CIAS
433
Capital Investment Advisory Services
North Carolina
$783K -$262K -4,179 -27%
HI
434
Harbour Investments
Wisconsin
$783K +$14.1K +225 +2%
PT
435
Plimoth Trust
Massachusetts
$770K
APG Asset Management
436
APG Asset Management
Netherlands
$769K +$115K +1,839 +18%
VCP
437
Verus Capital Partners
Arizona
$765K +$2.13K +34 +0.3%
AIFAIM
438
American Institute for Advanced Investment Management
Arizona
$760K +$3.51K +56 +0.5%
SSWM
439
Strait & Sound Wealth Management
California
$757K -$47.2K -753 -6%
IFG
440
Independent Financial Group
California
$754K +$439 +7 +0.1%
GIS
441
Grayhawk Investment Strategies
Alberta, Canada
$749K +$672K +10,706 New
HAIM
442
Hunter Associates Investment Management
Pennsylvania
$748K
WSC
443
Wellington Shields & Co
New York
$745K -$24.5K -390 -4%
Cerity Partners
444
Cerity Partners
New York
$737K +$660K +10,523 New
CGA
445
Crescent Grove Advisors
Illinois
$737K +$661K +10,535 New
MA
446
Montag & Associates
Georgia
$734K +$51.8K +825 +9%
BAMF
447
BI Asset Management Fondsmaeglerselskab
Denmark
$731K +$78.4K +1,250 +14%
KRSITF
448
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$728K -$10.5K -167 -2%
IWC
449
Integrated Wealth Concepts
Massachusetts
$720K -$77.3K -1,233 -11%
BPWM
450
Badgley Phelps Wealth Managers
Washington
$719K -$59.1K -942 -8%