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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
476
Burling Wealth Partners
Illinois
$1.32M -$27.7K -226 -2%
BFA
477
Beacon Financial Advisory
Ohio
$1.32M -$21.8K -178 -2%
LFAS
478
Level Four Advisory Services
Texas
$1.32M -$80.5K -657 -6%
VA
479
Vident Advisory
Georgia
$1.31M -$52.7K -430 -4%
PT
480
Plimoth Trust
Massachusetts
$1.3M -$2.45K -20 -0.2%
GT
481
Glenmede Trust
Pennsylvania
$1.3M -$71K -579 -5%
UBP
482
Union Bancaire Privee
Switzerland
$1.29M +$1.65M +13,432 New
SC
483
Savant Capital
Illinois
$1.27M -$135K -1,104 -10%
SGAM
484
Smith Group Asset Management
Texas
$1.26M – – –
ACM
485
Advisors Capital Management
New Jersey
$1.25M +$114K +933 +10%
VCA
486
Verdence Capital Advisors
Maryland
$1.25M -$167K -1,359 -12%
BCI
487
Brinker Capital Investments
Pennsylvania
$1.22M +$76.6K +625 +7%
AWM
488
Apollon Wealth Management
South Carolina
$1.22M -$9.32K -76 -0.8%
DC
489
Davenport & Co
Virginia
$1.21M +$15.8K +129 +1%
NMIMC
490
Northwestern Mutual Investment Management Company
Wisconsin
$1.2M +$8.95K +73 +0.8%
FISPB
491
Fideuram - Intesa Sanpaolo Private Banking
$1.2M +$871K +7,103 +292%
GAA
492
Guardian Asset Advisors
Pennsylvania
$1.2M -$170K -1,387 -13%
AG
493
Ascent Group
Virginia
$1.2M +$106K +862 +10%
DA
494
Denali Advisors
California
$1.2M +$16.8K +137 +1%
CG
495
Caprock Group
Idaho
$1.2M +$1.16M +9,424 New
DT
496
Diversified Trust
Tennessee
$1.2M +$1.16M +9,490 New
AP
497
Atwood & Palmer
Missouri
$1.2M +$1.35K +11 +0.1%
RWA
498
Redhawk Wealth Advisors
Minnesota
$1.19M +$5.88K +48 +0.5%
BIA
499
Beacon Investment Advisors
Maryland
$1.18M -$2.33K -19 -0.2%
UWPG
500
Ullmann Wealth Partners Group
Florida
$1.18M -$11.9K -97 -1%
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