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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
451
MGO One Seven
Ohio
$3K -$54.8K -1,625 -95%
GFP
452
Gryphon Financial Partners
Ohio
$3K – – –
PCP
453
Proficio Capital Partners
Massachusetts
$3K +$573 +17 +25%
S
454
SignatureFD
Georgia
$3K +$3.3K +98 New
ECM
455
Estabrook Capital Management
New York
$2.46K – – –
WEC
456
Winslow Evans & Crocker
Massachusetts
$2.3K – – –
PG
457
Patten Group
Tennessee
$2K -$7.41K -220 -81%
GAM
458
Gemmer Asset Management
California
$2K -$34 -1 -1%
CAW
459
Cornerstone Advisors (Washington)
Washington
$2K – – –
OSAM
460
O'Shaughnessy Asset Management
Connecticut
$2K – – –
PMFA
461
Plante Moran Financial Advisors
Michigan
$2K – – –
TFO
462
Tarbox Family Office
California
$2K +$135 +4 +8%
FGC
463
Financial Gravity Companies
Texas
$2K +$1.18K +35 +206%
FGAM
464
Financial Gravity Asset Management
Texas
$2K +$1.75K +52 New
DOA
465
D'Orazio & Associates
Virginia
$2K +$2.46K +73 New
GI
466
Gradient Investments
Minnesota
$1K – – –
FCAG
467
First Capital Advisors Group
New Jersey
$1K +$573 +17 New
PFBT
468
Parkside Financial Bank & Trust
Missouri
$1K +$573 +17 +85%
APP
469
Avantax Planning Partners
Iowa
$1K +$1.15K +34 New
VFA
470
Valeo Financial Advisors
Indiana
$1K +$1.52K +45 New
RWM
471
Raffa Wealth Management
District of Columbia
$756 +$775 +23 New
SWA
472
Sutton Wealth Advisors
Florida
$526 – – –
ZP
473
Zimmer Partners
New York
– -$95.4M -2,527,900 Closed
UIC
474
Uniplan Investment Counsel
Wisconsin
– -$54.5M -1,444,620 Closed
AT
475
AMF Tjänstepension
Sweden
– -$15.6M -413,491 Closed
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