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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
501
IBEX Wealth Advisors
New Jersey
$443K +$455K +7,448 New
OC
502
Oppenheimer & Co
New York
$435K -$10.2K -167 -2%
TGAM
503
TBH Global Asset Management
Tennessee
$434K +$672 +11 +0.2%
TWC
504
TD Waterhouse Canada
Ontario, Canada
$431K -$92K -1,506 -18%
FG
505
Fiduciary Group
Georgia
$431K – – –
BAM
506
Belpointe Asset Management
Nevada
$431K +$213K +3,479 +92%
AAM
507
Augustine Asset Management
Florida
$429K -$4.77K -78 -1%
KWM
508
Kingsview Wealth Management
Oregon
$428K +$5.32K +87 +1%
SWM
509
SeaCrest Wealth Management
New York
$426K -$2.32K -38 -0.5%
HVIA
510
Hudson Valley Investment Advisors
New York
$425K – – –
OIA
511
OneDigital Investment Advisors
Kansas
$419K +$431K +7,056 New
CCA
512
Checchi Capital Advisers
California
$414K -$35K -573 -8%
AWA
513
Arete Wealth Advisors
Illinois
$412K -$39.3K -643 -8%
GT
514
Greenleaf Trust
Michigan
$406K -$16.9K -277 -4%
CF
515
Centaurus Financial
California
$404K +$20K +327 +5%
DA
516
DCM Advisors
New York
$403K +$12.1K +198 +3%
DS
517
DRW Securities
Illinois
$403K +$414K +6,776 New
EP
518
Edgestream Partners
New Jersey
$400K -$3.62M -59,180 -90%
ACM
519
Adelante Capital Management
California
$399K -$178K -2,917 -30%
SSWM
520
Sheets Smith Wealth Management
North Carolina
$399K -$12.2K -200 -3%
FHA
521
Flagship Harbor Advisors
Massachusetts
$397K +$17.1K +280 +4%
GT
522
Glenmede Trust
Pennsylvania
$396K -$63.7K -1,043 -14%
ECM
523
Estabrook Capital Management
New York
$394K -$100K -1,640 -20%
CCM
524
Coldstream Capital Management
Washington
$391K -$6.6K -108 -2%
ESB
525
Essex Savings Bank
Connecticut
$389K +$95.2K +1,558 +31%
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