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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
501
Machina Capital
France
$707K +$638K +8,817 New
BBHC
502
Brown Brothers Harriman & Co
New York
$702K – – –
HA
503
Herold Advisors
New York
$702K +$72 +1 +0%
NW
504
NewEdge Wealth
Pennsylvania
$698K -$46.2K -638 -7%
FIC
505
FCG Investment Company
Tennessee
$698K -$211K -2,912 -25%
ECM
506
Everence Capital Management
Indiana
$695K – – –
HBT
507
Heartland Bank & Trust
Illinois
$691K -$1.81K -25 -0.3%
EH
508
Equitable Holdings
New York
$691K -$941 -13 -0.2%
ACA
509
Atlas Capital Advisors
Wyoming
$684K – – –
AUB
510
Atlantic Union Bankshares
Virginia
$675K -$48.7K -673 -7%
AIA
511
Armor Investment Advisors
North Carolina
$675K -$80.1K -1,107 -12%
GRP
512
Global Retirement Partners
California
$670K -$62.9K -869 -9%
AP
513
Atwood & Palmer
Missouri
$662K – – –
HHRDM
514
H&H Retirement Design & Management
Nevada
$660K – – –
RIA
515
Realta Investment Advisors
Delaware
$652K -$14.5K -201 -2%
OWA
516
Outlook Wealth Advisors
Texas
$652K -$60.4K -835 -9%
MFG
517
Merit Financial Group
Georgia
$652K -$1.81K -25 -0.3%
NP
518
NorthRock Partners
Minnesota
$647K +$12.5K +173 +2%
QI
519
Qtron Investments
Massachusetts
$645K +$582K +8,043 New
MS
520
Madden Securities
Texas
$638K -$52.5K -725 -8%
BAM
521
Belpointe Asset Management
Nevada
$633K -$10.3K -142 -2%
RIM
522
Rakuten Investment Management
Japan
$630K +$516K +7,130 +988%
VSQM
523
V-Square Quantitative Management
Illinois
$626K +$85.7K +1,184 +18%
GAG
524
GM Advisory Group
New York
$621K – – –
NFG
525
Norris Financial Group
South Carolina
$621K +$261K +3,600 +87%
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