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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
451
Advisory Services Network
Georgia
$1.14M -$33.2K -352 -3%
VF
452
Virtu Financial
New York
$1.13M +$504K +5,342 +94%
GT
453
Glenview Trust
Kentucky
$1.13M +$1.04M +11,005 New
AFM
454
Abbot Financial Management
Massachusetts
$1.12M – – –
ISL
455
Ingalls & Snyder LLC
New York
$1.1M – – –
SFA
456
Sequoia Financial Advisors
Ohio
$1.09M +$169K +1,795 +20%
WSC
457
Wellington Shields & Co
New York
$1.09M – – –
TMAM
458
Tokio Marine Asset Management
Japan
$1.09M -$4.05K -43 -0.4%
OAC
459
OMERS Administration Corp
Ontario, Canada
$1.07M – – –
LFAS
460
Level Four Advisory Services
Texas
$1.06M +$4.43K +47 +0.5%
PT
461
Plimoth Trust
Massachusetts
$1.06M – – –
LNWWM
462
Laird Norton Wetherby Wealth Management
California
$1.05M +$968K +10,271 New
PAG
463
Private Advisory Group
Washington
$1.05M -$111K -1,180 -10%
NW
464
NewEdge Wealth
Pennsylvania
$1.05M -$24.5K -260 -2%
PFA
465
Pathway Financial Advisers
Indiana
$1.04M -$20.8K -221 -2%
HWM
466
HB Wealth Management
Georgia
$1.03M +$28.2K +299 +3%
SGAM
467
Smith Group Asset Management
Texas
$1.03M – – –
MA
468
Montag & Associates
Georgia
$1.02M – – –
DC
469
Davenport & Co
Virginia
$1.01M +$17.4K +185 +2%
PL
470
Perpetual Ltd
Australia
$1.01M -$70.7K -750 -7%
VA
471
Vident Advisory
Georgia
$1.01M +$58.1K +616 +7%
BIA
472
Beacon Investment Advisors
Maryland
$997K +$5.47K +58 +0.6%
VCP
473
Verus Capital Partners
Arizona
$996K +$2.92K +31 +0.3%
GIM
474
Glenmede Investment Management
Pennsylvania
$990K +$910K +9,653 New
SSWM
475
Strait & Sound Wealth Management
California
$984K +$36.8K +390 +4%
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