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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
GFP
451
Gryphon Financial Partners
Ohio
$3K
PCP
452
Proficio Capital Partners
Massachusetts
$3K +$573 +17 +25%
S
453
SignatureFD
Georgia
$3K +$3.3K +98 New
ECM
454
Estabrook Capital Management
New York
$2.46K
WEC
455
Winslow Evans & Crocker
Massachusetts
$2.3K
PG
456
Patten Group
Tennessee
$2K -$7.41K -220 -81%
GAM
457
Gemmer Asset Management
California
$2K -$34 -1 -1%
CAW
458
Cornerstone Advisors (Washington)
Washington
$2K
OSAM
459
O'Shaughnessy Asset Management
Connecticut
$2K
PMFA
460
Plante Moran Financial Advisors
Michigan
$2K
TFO
461
Tarbox Family Office
California
$2K +$135 +4 +8%
FGC
462
Financial Gravity Companies
Texas
$2K +$1.18K +35 +206%
FGAM
463
Financial Gravity Asset Management
Texas
$2K +$1.75K +52 New
DOA
464
D'Orazio & Associates
Virginia
$2K +$2.46K +73 New
GI
465
Gradient Investments
Minnesota
$1K
FCAG
466
First Capital Advisors Group
New Jersey
$1K +$573 +17 New
PFBT
467
Parkside Financial Bank & Trust
Missouri
$1K +$573 +17 +85%
APP
468
Avantax Planning Partners
Iowa
$1K +$1.15K +34 New
VFA
469
Valeo Financial Advisors
Indiana
$1K +$1.52K +45 New
RWM
470
Raffa Wealth Management
District of Columbia
$756 +$775 +23 New
Nomura Holdings
471
Nomura Holdings
Japan
$724 +$137K +4,051 +22%
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