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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
501
Washington Trust Bank
Washington
$286K -$46K -1,021 -13%
GRP
502
Global Retirement Partners
California
$286K +$10.4K +230 +4%
MFW
503
Meristem Family Wealth
Minnesota
$282K -$19.4K -430 -6%
EGA
504
E&G Advisors
Texas
$282K +$293K +6,500 New
PP
505
Paloma Partners
Connecticut
$280K +$33.3K +740 +13%
HVIA
506
Hudson Valley Investment Advisors
New York
$278K – – –
SWM
507
SeaCrest Wealth Management
New York
$273K -$13.2K -294 -4%
PFGIA
508
Patriot Financial Group Insurance Agency
Massachusetts
$272K +$19.8K +440 +8%
KA
509
Kovack Advisors
Florida
$270K -$190K -4,222 -40%
CCIA
510
Campbell & Co Investment Adviser
Maryland
$269K +$278K +6,186 New
AFM
511
Abbot Financial Management
Massachusetts
$265K – – –
FHA
512
Flagship Harbor Advisors
Massachusetts
$264K – – –
LNWTC
513
Laird Norton Wetherby Trust Company
Washington
$264K +$274K +6,090 New
SEP
514
Southland Equity Partners
Missouri
$263K +$10.6K +236 +4%
LW
515
Linscomb Wealth
Texas
$263K +$38.8K +862 +17%
JF
516
Jump Financial
Illinois
$260K +$268K +5,964 New
ACA
517
Atlas Capital Advisors
Wyoming
$260K +$201K +4,470 +295%
BFA
518
Beaumont Financial Advisors
Massachusetts
$259K -$18K -399 -6%
NFG
519
Norris Financial Group
South Carolina
$255K +$264K +5,872 New
JWCA
520
J.W. Cole Advisors
Florida
$255K +$17.7K +393 +7%
FC
521
FCA Corp
Texas
$253K – – –
VCA
522
Verdence Capital Advisors
Maryland
$251K +$720 +16 +0.3%
GT
523
Glenmede Trust
Pennsylvania
$247K -$10.3K -229 -4%
ESB
524
Essex Savings Bank
Connecticut
$247K +$3.24K +72 +1%
NIM
525
NuWave Investment Management
New Jersey
$246K -$334K -7,415 -57%
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