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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
501
Sutton Wealth Advisors
Florida
$1.33K +$785 +25 +156%
KFS
502
Kelly Financial Services
Massachusetts
$1.17K – – –
VFA
503
Valeo Financial Advisors
Indiana
$1K -$31.9K -1,017 -96%
BAM
504
Barrett Asset Management
New York
$1K – – –
GI
505
Gradient Investments
Minnesota
$1K – – –
LWM
506
Liberty Wealth Management
California
$1K – – –
SCA
507
Stonebridge Capital Advisors
Minnesota
$1K – – –
Fidelity International
508
Fidelity International
Bermuda
$1K +$63 +2 +6%
BL
509
Balentine LLC
Georgia
$1K +$503 +16 New
FPFS
510
First Personal Financial Services
North Carolina
$1K +$628 +20 New
GWAG
511
Garrett Wealth Advisory Group
Texas
$518 +$503 +16 New
ED
512
Exane Derivatives
France
$389 – – –
Cohen & Steers
513
Cohen & Steers
New York
– -$204M -6,518,367 Closed
SCM
514
Symons Capital Management
Pennsylvania
– -$4.85M -154,982 Closed
OAM
515
Orinda Asset Management
California
– -$4.32M -138,042 Closed
WB
516
Wilks Brothers
Texas
– -$3.43M -109,650 Closed
SCM
517
Shelton Capital Management
Colorado
– -$3.32M -105,969 Closed
OA
518
Oxbow Advisors
Texas
– -$2.08M -66,305 Closed
HCMT
519
Highland Capital Management (Tennessee)
Tennessee
– -$1.77M -56,560 Closed
State of Wisconsin Investment Board
520
State of Wisconsin Investment Board
Wisconsin
– -$1.54M -49,096 Closed
MSV
521
MN Services Vermogensbeheer
Netherlands
– -$1.45M -46,168 Closed
EP
522
Edgestream Partners
New Jersey
– -$1.42M -45,275 Closed
Nomura Holdings
523
Nomura Holdings
Japan
– -$1.28M -41,534 Closed
CI
524
Capital International
California
– -$1.05M -33,714 Closed
CBOA
525
Commonwealth Bank of Australia
Australia
– -$1.02M -32,623 Closed