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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
501
Colonial River Investments
Virginia
$1.07M -$24.1K -225 -2%
VEA
502
Virtus ETF Advisers
New York
$1.07M +$961K +8,989 New
LNWWM
503
Laird Norton Wetherby Wealth Management
California
$1.06M +$21.2K +198 +2%
HHRDM
504
H&H Retirement Design & Management
Nevada
$1.06M – – –
ABC
505
Associated Banc-Corp
Wisconsin
$1.05M +$948K +8,863 New
GRP
506
Global Retirement Partners
California
$1.05M -$33.9K -317 -3%
HA
507
Herold Advisors
New York
$1.04M – – –
KRSITF
508
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.03M -$82.4K -770 -8%
ECM
509
Everence Capital Management
Indiana
$1.03M – – –
AI
510
Axecap Investments
Ohio
$1.03M +$923K +8,634 New
FFO
511
Fortitude Family Office
Arizona
$1.02M +$757K +7,075 +480%
BBHC
512
Brown Brothers Harriman & Co
New York
$1.01M +$642 +6 +0.1%
ACA
513
Atlas Capital Advisors
Wyoming
$1.01M +$134K +1,251 +17%
NW
514
NewEdge Wealth
Pennsylvania
$1M -$57.4K -537 -6%
CIAS
515
Capital Investment Advisory Services
North Carolina
$1M -$298K -2,787 -25%
HBT
516
Heartland Bank & Trust
Illinois
$999K -$29.4K -275 -3%
CCA
517
Checchi Capital Advisers
California
$991K -$53.9K -504 -6%
DAS
518
Diversify Advisory Services
Utah
$984K +$117K +1,091 +16%
AP
519
Atwood & Palmer
Missouri
$980K – – –
EFS
520
Essex Financial Services
Connecticut
$972K -$107K -996 -11%
AUB
521
Atlantic Union Bankshares
Virginia
$971K -$26.7K -250 -3%
MC
522
Mathes Company
New York
$968K – – –
IAN
523
Integrated Advisors Network
Texas
$966K -$3.1K -29 -0.4%
P
524
&Partners
Tennessee
$965K +$887K +8,294 New
B
525
Bailard
California
$957K – – –
19 20
21
22 23