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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
501
TD Waterhouse Canada
Ontario, Canada
$298K +$31.4K +622 +11%
GT
502
Greenleaf Trust
Michigan
$295K +$9.34K +185 +3%
JWCA
503
J.W. Cole Advisors
Florida
$291K +$5.91K +117 +2%
NFSG
504
Newbridge Financial Services Group
Florida
$291K +$261K +5,168 +354%
MCCP
505
Mission Creek Capital Partners
California
$289K -$2.27K -45 -0.7%
WAM
506
Wakefield Asset Management
Colorado
$288K -$29.2K -578 -8%
EGA
507
E&G Advisors
Texas
$286K – – –
BPC
508
Banque Pictet & Cie
Switzerland
$286K – – –
PNAA
509
Pictet North America Advisors
Switzerland
$286K – – –
AGA
510
Accuvest Global Advisors
Utah
$285K – – –
GAM
511
Griffin Asset Management
New York
$283K +$3.13K +62 +1%
HVIA
512
Hudson Valley Investment Advisors
New York
$281K – – –
SEP
513
Southland Equity Partners
Missouri
$280K +$10.9K +215 +3%
OC
514
Oppenheimer & Co
New York
$280K -$463K -9,164 -59%
GRP
515
Global Retirement Partners
California
$280K -$60.1K -1,191 -18%
GT
516
Glenmede Trust
Pennsylvania
$280K +$42.8K +847 +15%
OSAM
517
O'Shaughnessy Asset Management
Connecticut
$279K +$96.8K +1,917 +43%
XT
518
XTX Topco
Cayman Islands
$278K +$319K +6,318 New
ASC
519
Atalanta Sosnoff Capital
New York
$274K +$2.78K +55 +0.9%
HWAM
520
Hennion & Walsh Asset Management
New Jersey
$273K +$313K +6,203 New
MM
521
MQS Management
New York
$269K +$309K +6,117 New
OCPWS
522
One Charles Private Wealth Services
Massachusetts
$268K -$16.6K -328 -5%
PPP
523
Private Portfolio Partners
New Jersey
$267K +$18.2K +361 +6%
GAG
524
GM Advisory Group
New York
$266K -$2.73K -54 -0.9%
KACA
525
Kayne Anderson Capital Advisors
California
$264K – – –
19 20
21
22 23