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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
476
Level Four Advisory Services
Texas
$1.32M -$80.5K -657 -6%
VA
477
Vident Advisory
Georgia
$1.31M -$52.7K -430 -4%
PT
478
Plimoth Trust
Massachusetts
$1.3M -$2.45K -20 -0.2%
GT
479
Glenmede Trust
Pennsylvania
$1.3M -$71K -579 -5%
UBP
480
Union Bancaire Privee
Switzerland
$1.29M +$1.65M +13,432 New
SC
481
Savant Capital
Illinois
$1.27M -$135K -1,104 -10%
SGAM
482
Smith Group Asset Management
Texas
$1.26M – – –
ACM
483
Advisors Capital Management
New Jersey
$1.25M +$114K +933 +10%
VCA
484
Verdence Capital Advisors
Maryland
$1.25M -$167K -1,359 -12%
BCI
485
Brinker Capital Investments
Pennsylvania
$1.22M +$76.6K +625 +7%
AWM
486
Apollon Wealth Management
South Carolina
$1.22M -$9.32K -76 -0.8%
DC
487
Davenport & Co
Virginia
$1.21M +$15.8K +129 +1%
NMIMC
488
Northwestern Mutual Investment Management Company
Wisconsin
$1.2M +$8.95K +73 +0.8%
FISPB
489
Fideuram - Intesa Sanpaolo Private Banking
$1.2M +$871K +7,103 +292%
GAA
490
Guardian Asset Advisors
Pennsylvania
$1.2M -$170K -1,387 -13%
AG
491
Ascent Group
Virginia
$1.2M +$106K +862 +10%
DA
492
Denali Advisors
California
$1.2M +$16.8K +137 +1%
CG
493
Caprock Group
Idaho
$1.2M +$1.16M +9,424 New
DT
494
Diversified Trust
Tennessee
$1.2M +$1.16M +9,490 New
AP
495
Atwood & Palmer
Missouri
$1.2M +$1.35K +11 +0.1%
RWA
496
Redhawk Wealth Advisors
Minnesota
$1.19M +$5.88K +48 +0.5%
BIA
497
Beacon Investment Advisors
Maryland
$1.18M -$2.33K -19 -0.2%
UWPG
498
Ullmann Wealth Partners Group
Florida
$1.18M -$11.9K -97 -1%
VAS
499
Vestmark Advisory Solutions
Massachusetts
$1.16M +$735K +5,997 +190%
IFG
500
Independent Financial Group
California
$1.16M +$123 +1 +0%
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