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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
451
EARNEST Partners
Georgia
$5K +$5.28K +133 New
ST
452
Smithfield Trust
Pennsylvania
$5K +$5.75K +145 New
LNB
453
Ledyard National Bank
$4K -$127K -3,210 -97%
RWA
454
Ropes Wealth Advisors
Massachusetts
$4K -$5.04K -127 -54%
WIM
455
Westside Investment Management
California
$3.7K – – –
TG
456
TLP Group
Illinois
$3K -$357 -9 -12%
CAW
457
Cornerstone Advisors (Washington)
Washington
$3K – – –
GAM
458
Gemmer Asset Management
California
$3K – – –
PCP
459
Proficio Capital Partners
Massachusetts
$3K – – –
FMII
460
Farmers & Merchants Investments Inc
Nebraska
$3K +$1.47K +37 +100%
AssetMark Inc
461
AssetMark Inc
California
$3K +$1.71K +43 +148%
GFP
462
Gryphon Financial Partners
Ohio
$3K +$3.1K +78 New
CA
463
Calton & Associates
Florida
$3K +$3.57K +90 New
DCM
464
Delpha Capital Management
New York
$3K +$3.61K +91 New
ECM
465
Estabrook Capital Management
New York
$2.83K – – –
WEC
466
Winslow Evans & Crocker
Massachusetts
$2.64K – – –
TRCT
467
Tower Research Capital (TRC)
New York
$2K -$10K -253 -83%
PMFA
468
Plante Moran Financial Advisors
Michigan
$2K – – –
TFO
469
Tarbox Family Office
California
$2K – – –
OSAM
470
O'Shaughnessy Asset Management
Connecticut
$2K +$1.19K +30 +120%
PWM
471
Paulson Wealth Management
Illinois
$2K +$2.42K +61 New
PFBT
472
Parkside Financial Bank & Trust
Missouri
$1K – – –
II
473
Inspire Investing
Idaho
$1K +$635 +16 New
FGC
474
Financial Gravity Companies
Texas
$1K +$675 +17 New
GI
475
Gradient Investments
Minnesota
$1K +$952 +24 New