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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
451
Badgley Phelps Wealth Managers
Washington
$558K +$538K +9,825 New
MCM
452
MAI Capital Management
Ohio
$557K -$324K -5,916 -38%
AUB
453
Atlantic Union Bankshares
Virginia
$556K – – –
1IA
454
1620 Investment Advisors
Massachusetts
$554K +$881K +16,093 New
MFG
455
Merit Financial Group
Georgia
$549K -$6.35K -116 -1%
V
456
Veritable
Delaware
$548K +$68K +1,243 +15%
ACM
457
Adelante Capital Management
California
$547K -$97.4K -1,780 -16%
BIA
458
Beacon Investment Advisors
Maryland
$541K -$30.8K -562 -6%
CRI
459
Colonial River Investments
Virginia
$540K -$31.6K -578 -6%
RWA
460
Redhawk Wealth Advisors
Minnesota
$537K +$108K +1,981 +27%
BBVA
461
Banco Bilbao Vizcaya Argentaria
Spain
$529K +$24.7K +452 +5%
VCP
462
Verus Capital Partners
Arizona
$526K +$36.3K +664 +8%
BHCM
463
Brevan Howard Capital Management
Jersey
$524K +$505K +9,225 New
NMIMC
464
Northwestern Mutual Investment Management Company
Wisconsin
$523K +$3.29K +60 +0.7%
WS
465
Wedbush Securities
California
$520K -$3.17K -58 -0.6%
GRP
466
Global Retirement Partners
California
$518K +$67.7K +1,236 +16%
APC
467
Aspire Private Capital
North Carolina
$517K +$5.37K +98 +1%
B
468
Bailard
California
$517K -$33.4K -611 -6%
DFG
469
Demars Financial Group
Washington
$515K -$10.9K -199 -2%
TWC
470
TD Waterhouse Canada
Ontario, Canada
$510K +$9.74K +178 +2%
HHRDM
471
H&H Retirement Design & Management
Nevada
$509K +$4.76K +87 +1%
LNWWM
472
Laird Norton Wetherby Wealth Management
California
$500K -$23.9K -436 -5%
IWM
473
IHT Wealth Management
Illinois
$498K +$27.6K +505 +6%
HA
474
Herold Advisors
New York
$497K -$27.3K -499 -5%
MS
475
Madden Securities
Texas
$496K -$95.8K -1,750 -17%
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