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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
501
Vestmark Advisory Solutions
Massachusetts
$1.16M +$735K +5,997 +190%
IFG
502
Independent Financial Group
California
$1.16M +$123 +1 +0%
CIAS
503
Capital Investment Advisory Services
North Carolina
$1.15M -$11.9K -97 -1%
MBTD
504
Mechanics Bank - Trust Department
California
$1.14M -$28.3K -231 -2%
CFO
505
Callan Family Office
Pennsylvania
$1.14M +$36.5K +298 +3%
GT
506
Greenleaf Trust
Michigan
$1.14M -$6.13K -50 -0.6%
FFA
507
Founders Financial Alliance
North Carolina
$1.14M +$490 +4 +0%
MSA
508
MUFG Securities Americas
New York
$1.13M +$95.1K +776 +9%
NDSIB
509
North Dakota State Investment Board
North Dakota
$1.1M +$29.9K +244 +3%
AUB
510
Atlantic Union Bankshares
Virginia
$1.09M +$981 +8 +0.1%
DWM
511
Diversify Wealth Management
Utah
$1.09M -$7.97K -65 -0.8%
DAS
512
Diversify Advisory Services
Utah
$1.09M +$1.05M +8,550 New
WT
513
Washington Trust
Rhode Island
$1.08M +$368K +3,000 +54%
SC
514
Syon Capital
California
$1.08M +$22.9K +187 +2%
HA
515
Herold Advisors
New York
$1.07M – – –
WAP
516
Wealthcare Advisory Partners
Pennsylvania
$1.07M -$146K -1,192 -12%
TPA
517
Trivium Point Advisory
Connecticut
$1.06M +$4.54K +37 +0.4%
BI
518
Bramshill Investments
Florida
$1.05M +$9.81K +80 +1%
IWM
519
IHT Wealth Management
Illinois
$1.04M +$171K +1,398 +20%
VSQM
520
V-Square Quantitative Management
Illinois
$1.03M -$44.5K -363 -4%
RSF
521
Rik Saylor Financial
Ohio
$1.03M +$123 +1 +0%
BBHC
522
Brown Brothers Harriman & Co
New York
$1.03M +$359K +2,926 +56%
HNB
523
Huntington National Bank
Ohio
$1.02M +$66.8K +545 +7%
WCM
524
WealthBridge Capital Management
Ohio
$1.02M +$481K +3,925 +95%
TCA
525
Transcend Capital Advisors
New Jersey
$1.02M +$987K +8,053 New
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