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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
451
Abbot Financial Management
Massachusetts
$1.5M – – –
EWA
452
EP Wealth Advisors
California
$1.5M +$337K +2,748 +30%
JMA
453
J.M. Arbour
Maine
$1.48M +$136K +1,106 +10%
MSE
454
MUFG Securities EMEA
United Kingdom
$1.47M -$58.5K -477 -4%
TC
455
Truvestments Capital
Florida
$1.47M +$113K +923 +9%
CFD
456
Creative Financial Designs
Indiana
$1.46M +$208K +1,694 +17%
RBFC
457
Roman Butler Fullerton & Co
Missouri
$1.45M -$61.8K -504 -4%
CSP
458
Cary Street Partners
Virginia
$1.45M +$17K +139 +1%
OBAM
459
ODDO BHF Asset Management
France
$1.44M +$268K +2,184 +24%
BJL
460
Brighton Jones LLC
Washington
$1.43M +$79K +644 +6%
GRP
461
Global Retirement Partners
California
$1.43M +$1.39M +11,300 New
DIA
462
Dana Investment Advisors
Wisconsin
$1.42M -$71.6K -584 -5%
ABC
463
Anchor Bay Capital
California
$1.42M +$1.43M +11,681 New
MNBTD
464
Moody National Bank Trust Division
Texas
$1.42M +$2.7K +22 +0.2%
FMI
465
F/M Investments
District of Columbia
$1.42M -$7.36K -60 -0.5%
CIA
466
Concurrent Investment Advisors
Florida
$1.4M +$566K +4,617 +71%
KA
467
Kintegral Advisory
New York
$1.4M – – –
EOJOAM
468
E. Ohman J:or Asset Management
Sweden
$1.4M -$196K -1,600 -13%
GT
469
Glenview Trust
Kentucky
$1.39M – – –
RPCONE
470
Retirement Planning Company of New England
Rhode Island
$1.39M -$4.29K -35 -0.3%
ISL
471
Ingalls & Snyder LLC
New York
$1.35M -$1.23K -10 -0.1%
WSC
472
Wellington Shields & Co
New York
$1.34M – – –
LCM
473
LDR Capital Management
New York
$1.33M -$225K -1,839 -15%
BWP
474
Burling Wealth Partners
Illinois
$1.32M -$27.7K -226 -2%
BFA
475
Beacon Financial Advisory
Ohio
$1.32M -$21.8K -178 -2%
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