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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
451
Steward Partners Investment Advisory
New York
$182K -$7.96K -287 -4%
IAIM
452
International Assets Investment Management
Florida
$179K +$168K +6,061 New
PFO
453
Pathstone Family Office
New Jersey
$177K +$167K +6,021 New
PFGIA
454
Patriot Financial Group Insurance Agency
Massachusetts
$174K +$42.6K +1,535 +35%
HDIM
455
Hanson & Doremus Investment Management
Vermont
$160K -$3.22K -116 -2%
WT
456
Washington Trust
Rhode Island
$159K +$2.58K +93 +2%
Capstone Investment Advisors
457
Capstone Investment Advisors
New York
$154K -$652K -23,480 -82%
GRP
458
Global Retirement Partners
California
$152K +$55 +2 +0%
GC
459
Globeflex Capital
California
$151K
Bessemer Group
460
Bessemer Group
New Jersey
$141K +$5.27K +190 +4%
MAM
461
Meeder Asset Management
Ohio
$137K -$61.8K -2,228 -32%
BBHC
462
Brown Brothers Harriman & Co
New York
$136K +$128K +4,629 New
CA
463
Capitolis Advisors
New York
$134K +$126K +4,531 New
ED
464
Exane Derivatives
France
$134K +$5.61K +202 +5%
AIP
465
Ameritas Investment Partners
Nebraska
$130K -$11.6K -417 -9%
NWA
466
Navis Wealth Advisors
New York
$122K +$114K +4,125 New
APA
467
American Portfolios Advisors
New York
$120K +$25.7K +925 +29%
IA
468
IndexIQ Advisors
New York
$118K +$51.9K +1,871 +88%
MIFH
469
Migdal Insurance & Financial Holdings
Israel
$117K -$10.2K -366 -8%
NFSG
470
Newbridge Financial Services Group
Florida
$116K +$64.1K +2,309 +142%
S
471
SignatureFD
Georgia
$107K +$28.7K +1,036 +40%
IA
472
IFP Advisors
Florida
$104K +$20.4K +734 +26%
PHK
473
Point72 Hong Kong
Hong Kong
$102K -$91.8K -3,308 -49%
TFA
474
Toth Financial Advisory
Virginia
$102K -$40.5K -1,460 -30%
TI
475
Truehand Inc
New Hampshire
$101K