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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
501
CI Investments Inc
Ontario, Canada
$121K +$1.71K +51 +2%
TCOV
502
Trust Company of Vermont
Vermont
$115K -$2.17K -65 -2%
BFEC
503
Benjamin F. Edwards & Company
Missouri
$115K +$669 +20 +0.6%
O
504
Ossiam
France
$112K +$101K +3,030 New
TFS
505
TrustCore Financial Services
Tennessee
$111K +$10K +300 +11%
SPIA
506
Steward Partners Investment Advisory
New York
$111K -$106K -3,178 -52%
BAM
507
Belpointe Asset Management
Nevada
$109K +$98.7K +2,951 New
COCM
508
Charter Oak Capital Management
New Hampshire
$96K +$50.1K +1,500 +138%
LS
509
Livforsakringsbolaget Skandia
Sweden
$91K – – –
GEA
510
Glen Eagle Advisors
New Jersey
$89.4K -$14.8K -444 -16%
OCM
511
Orion Capital Management
California
$85K – – –
PFBT
512
Parkside Financial Bank & Trust
Missouri
$83K +$71.6K +2,142 +2,434%
Carson Wealth (CWM LLC)
513
Carson Wealth (CWM LLC)
Nebraska
$82K – – –
NL
514
NVWM LLC
Pennsylvania
$81K +$100 +3 +0.1%
CIA
515
CSat Investment Advisory
Michigan
$77K -$3.51K -105 -5%
VCM
516
Vigilant Capital Management
Maine
$75K – – –
FP
517
Financial Perspectives
Minnesota
$74K – – –
KPCM
518
Kings Point Capital Management
New York
$74K – – –
Credit Agricole
519
Credit Agricole
France
$71K – – –
Fifth Third Bancorp
520
Fifth Third Bancorp
Ohio
$70K -$23.9K -715 -28%
FMP
521
Financial Management Professionals
Texas
$67K +$58.3K +1,743 +2,723%
RE
522
RBC Europe
United Kingdom
$63K -$5.52K -165 -9%
EDRH
523
Edmond de Rothschild Holding
Switzerland
$62K +$55.5K +1,660 New
WP
524
WealthShield Partners
North Carolina
$61K +$55.4K +1,657 New
RG
525
Retirement Group
California
$59K -$35.8K -1,070 -40%