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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
WTB
501
Washington Trust Bank
Washington
$341K -$2.84K -60 -0.9%
EGA
502
E&G Advisors
Texas
$340K – – –
AGA
503
Accuvest Global Advisors
Utah
$339K – – –
PCM
504
Penserra Capital Management
California
$339K +$180K +3,802 +140%
CI
505
Cigna Investments
Connecticut
$338K -$106K -2,250 -26%
VC
506
Vicus Capital
Pennsylvania
$336K +$341K +7,216 New
HVIA
507
Hudson Valley Investment Advisors
New York
$335K – – –
SWM
508
SeaCrest Wealth Management
New York
$334K +$5.25K +111 +2%
CI
509
CPR Investments
Michigan
$333K +$301K +6,358 New
Cohen & Steers
510
Cohen & Steers
New York
$332K +$300K +6,344 New
ECM
511
Everence Capital Management
Indiana
$330K -$769K -16,270 -72%
S
512
Seeyond
France
$329K +$298K +6,304 New
DA
513
Detalus Advisors
Missouri
$321K -$44.1K -933 -13%
AFM
514
Abbot Financial Management
Massachusetts
$319K – – –
LNWTC
515
Laird Norton Wetherby Trust Company
Washington
$318K – – –
LW
516
Linscomb Wealth
Texas
$315K -$1.7K -36 -0.6%
PFGIA
517
Patriot Financial Group Insurance Agency
Massachusetts
$313K -$13.1K -277 -4%
KWM
518
Kingsview Wealth Management
Oregon
$313K +$20.2K +427 +8%
HFM
519
Harvest Fund Management
China
$310K +$166K +3,517 +146%
MAM
520
Meeder Asset Management
Ohio
$309K -$332K -7,029 -54%
HNWAG
521
High Net Worth Advisory Group
Florida
$309K +$279K +5,901 New
TL
522
Tradewinds LLC
North Carolina
$309K +$209K +4,415 New
JWCA
523
J.W. Cole Advisors
Florida
$308K +$1.13K +24 +0.4%
V
524
Veritable
Delaware
$306K +$276K +5,843 New
VCA
525
Verdence Capital Advisors
Maryland
$303K +$709 +15 +0.3%