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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
426
Mitchell McLeod Pugh & Williams
Alabama
$977K +$955K +10,200 New
CCIA
427
Campbell & Co Investment Adviser
Maryland
$976K +$510K +5,444 +86%
ASN
428
Advisory Services Network
Georgia
$972K -$39.8K -425 -3%
KIG
429
Kessler Investment Group
Indiana
$971K -$5.52K -59 -0.5%
EMPI
430
Elo Mutual Pension Insurance
Finland
$970K -$1.73M -18,453 -61%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
431
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$969K -$655 -7 -0.1%
KA
432
Kintegral Advisory
New York
$966K -$29.5K -315 -3%
UWPG
433
Ullmann Wealth Partners Group
Florida
$963K +$5.33K +57 +0.6%
DCM
434
Delta Capital Management
New Jersey
$963K
WAP
435
Wealthcare Advisory Partners
Pennsylvania
$955K -$114K -1,216 -10%
SWM
436
Spire Wealth Management
Virginia
$952K -$236K -2,523 -18%
BFG
437
Bleakley Financial Group
New Jersey
$946K +$66.4K +709 +7%
RPCONE
438
Retirement Planning Company of New England
Rhode Island
$938K -$5.43K -58 -0.5%
BWP
439
Burling Wealth Partners
Illinois
$935K -$11.6K -124 -1%
CAG
440
Crestwood Advisors Group
Massachusetts
$933K +$734K +7,839 +230%
CAS
441
Coppell Advisory Solutions
Texas
$923K +$5.71K +61 +0.6%
TC
442
Truvestments Capital
Florida
$922K -$36.4K -389 -3%
LFAS
443
Level Four Advisory Services
Texas
$916K +$66.7K +713 +7%
GT
444
Glenview Trust
Kentucky
$912K
CG
445
Cynosure Group
Utah
$912K +$590K +6,301 +134%
CSP
446
Cary Street Partners
Virginia
$902K -$84.3K -901 -8%
JMA
447
J.M. Arbour
Maine
$901K +$1.02M +10,860 New
BCV
448
Banque Cantonale Vaudoise
Switzerland
$897K -$2.04M -21,752 -67%
MNBTD
449
Moody National Bank Trust Division
Texas
$897K -$761K -8,130 -43%
ISL
450
Ingalls & Snyder LLC
New York
$891K -$936 -10 -0.1%