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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
501
R.M. Davis Inc
Maine
$356K +$306K +6,422 New
HVIA
502
Hudson Valley Investment Advisors
New York
$355K
OCPWS
503
One Charles Private Wealth Services
Massachusetts
$355K +$305K +6,410 New
GRP
504
Global Retirement Partners
California
$353K +$328K +6,892 New
ASC
505
Atalanta Sosnoff Capital
New York
$351K -$7.52M -157,929 -96%
GAM
506
Griffin Asset Management
New York
$351K -$1.17M -24,479 -79%
V
507
Veritable
Delaware
$350K +$22.2K +466 +8%
SS
508
Simplicity Solutions
Minnesota
$348K -$232K -4,870 -44%
Wellington Management Group
509
Wellington Management Group
Massachusetts
$341K +$22K +462 +8%
ED
510
Exane Derivatives
France
$339K +$160K +3,369 +122%
Brown Advisory
511
Brown Advisory
Maryland
$333K +$95.3K +2,000 +50%
LNWTC
512
Laird Norton Wetherby Trust Company
Washington
$332K -$4.29K -90 -1%
MAM
513
Morse Asset Management
Connecticut
$332K +$47.6K +1,000 +20%
KACA
514
Kayne Anderson Capital Advisors
California
$332K +$286K +6,000 New
SEP
515
Southland Equity Partners
Missouri
$331K +$14.1K +296 +5%
IC
516
IEQ Capital
California
$330K +$30.3K +637 +12%
AMBIA
517
Allen Mooney & Barnes Investment Advisors
Georgia
$330K +$284K +5,953 New
PPP
518
Private Portfolio Partners
New Jersey
$327K +$53.2K +1,117 +23%
HNWAG
519
High Net Worth Advisory Group
Florida
$327K
ARC
520
Advisor Resource Council
Texas
$325K -$221K -4,644 -44%
KWM
521
Kingsview Wealth Management
Oregon
$325K -$5.95K -125 -2%
VCA
522
Verdence Capital Advisors
Maryland
$321K +$667 +14 +0.2%
BFA
523
Beaumont Financial Advisors
Massachusetts
$315K +$175K +3,683 +185%
SFI
524
Susquehanna Fundamental Investments
Pennsylvania
$313K -$15.4M -322,340 -98%
BMSSC
525
B. Metzler seel. Sohn & Co
Germany
$313K -$152K -3,200 -36%