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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
451
Park Avenue Securities
New York
$434K -$29.3K -581 -6%
AUB
452
Atlantic Union Bankshares
Virginia
$431K -$7.37K -146 -1%
DILIC
453
Dai-ichi Life Insurance Company
Japan
$431K – – –
SPIA
454
Steward Partners Investment Advisory
New York
$430K +$73K +1,445 +17%
FFA
455
Founders Financial Alliance
North Carolina
$427K +$491K +9,720 New
WS
456
Wedbush Securities
California
$422K +$3.74K +74 +0.8%
CRI
457
Colonial River Investments
Virginia
$419K -$27K -534 -5%
BC
458
Brookfield Corp
Ontario, Canada
$418K +$480K +9,512 New
HBT
459
Heartland Bank & Trust
Illinois
$410K -$7.37K -146 -2%
MFG
460
Merit Financial Group
Georgia
$409K -$15.6K -308 -3%
MAM
461
Morse Asset Management
Connecticut
$407K +$5.05K +100 +1%
PCM
462
Penserra Capital Management
California
$407K +$40.2K +796 +9%
HA
463
Herold Advisors
New York
$402K – – –
ACA
464
Atlas Capital Advisors
Wyoming
$402K +$1.92K +38 +0.4%
VCP
465
Verus Capital Partners
Arizona
$394K +$263K +5,206 +138%
FDCDDQ
466
Federation des caisses Desjardins du Quebec
Quebec, Canada
$393K -$10.1K -200 -2%
APC
467
Aspire Private Capital
North Carolina
$391K +$19K +376 +4%
ECM
468
Estabrook Capital Management
New York
$383K – – –
FG
469
Fiduciary Group
Georgia
$381K – – –
CAG
470
Csenge Advisory Group
Florida
$375K -$656 -13 -0.2%
HHRDM
471
H&H Retirement Design & Management
Nevada
$372K +$5.1K +101 +1%
PP
472
Prudential plc
United Kingdom
$369K +$32.6K +646 +8%
WCM
473
WealthBridge Capital Management
Ohio
$368K – – –
DY
474
Dowling & Yahnke
California
$366K -$49.5K -981 -11%
AP
475
Atwood & Palmer
Missouri
$363K – – –
17 18
19
20 21