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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
451
Archer Investment Corporation
Indiana
$595K
LDB
452
Lee, Danner & Bass
Tennessee
$592K -$412K -6,738 -40%
MC
453
Mathes Company
New York
$592K
DTL
454
Dynamic Technology Lab
Singapore
$592K +$312K +5,112 +106%
FIA
455
Foundations Investment Advisors
Arizona
$587K +$179K +2,937 +42%
Brown Advisory
456
Brown Advisory
Maryland
$587K +$123K +2,005 +25%
AUB
457
Atlantic Union Bankshares
Virginia
$582K
TFA
458
Teamwork Financial Advisors
Texas
$580K -$12K -196 -2%
MA
459
Montag & Associates
Georgia
$575K -$19.7K -323 -3%
QIM
460
Quantitative Investment Management
Virginia
$571K +$588K +9,620 New
AP
461
Advisors Preferred
Maryland
$569K +$593K +9,705 New
BIA
462
Beacon Investment Advisors
Maryland
$569K +$3.73K +61 +0.6%
IC
463
IEQ Capital
California
$569K +$159K +2,604 +37%
CRI
464
Colonial River Investments
Virginia
$564K -$1.53K -25 -0.3%
OTL
465
Oak Thistle LLC
New York
$563K +$578K +9,462 New
BBVA
466
Banco Bilbao Vizcaya Argentaria
Spain
$562K +$8.49K +139 +1%
HPM
467
Hudson Portfolio Management
New York
$559K -$595K -9,730 -51%
MFG
468
Merit Financial Group
Georgia
$558K -$16.3K -267 -3%
APC
469
Aspire Private Capital
North Carolina
$552K +$11.5K +188 +2%
VF
470
Virtu Financial
New York
$550K +$566K +9,257 New
NMIMC
471
Northwestern Mutual Investment Management Company
Wisconsin
$548K +$794 +13 +0.1%
BAMF
472
BI Asset Management Fondsmaeglerselskab
Denmark
$547K +$166K +2,718 +42%
B
473
Bailard
California
$543K +$1.89K +31 +0.3%
LNWWM
474
Laird Norton Wetherby Wealth Management
California
$530K +$6.91K +113 +1%
HHRDM
475
H&H Retirement Design & Management
Nevada
$524K +$5.32K +87 +1%