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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
OC
501
Oppenheimer & Co
New York
$772K -$387K -4,012 -31%
SFA
502
Sequoia Financial Advisors
Ohio
$763K +$55.9K +580 +7%
CCA
503
Checchi Capital Advisers
California
$763K +$80.5K +835 +10%
GT
504
Glenmede Trust
Pennsylvania
$759K +$169K +1,750 +25%
CRI
505
Colonial River Investments
Virginia
$757K -$503K -5,223 -37%
PCM
506
Princeton Capital Management
New Jersey
$756K -$141K -1,465 -14%
HA
507
Herold Advisors
New York
$753K +$96 +1 +0%
SC
508
Savant Capital
Illinois
$750K -$291K -3,016 -26%
BCI
509
Brinker Capital Investments
Pennsylvania
$745K -$25.3K -263 -3%
OPS
510
Orion Portfolio Solutions
Nebraska
$745K -$25.3K -263 -3%
FFO
511
Fiduciary Family Office
Florida
$738K +$827K +8,582 New
FHA
512
Flagship Harbor Advisors
Massachusetts
$735K -$35.3K -366 -4%
MWPCG
513
Measured Wealth Private Client Group
New Hampshire
$734K -$78.5K -815 -9%
Capstone Investment Advisors
514
Capstone Investment Advisors
New York
$733K +$559K +5,805 +213%
KRSITF
515
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$728K +$816K +8,466 New
FFWM
516
Future Financial Wealth Management
Ohio
$724K -$154K -1,599 -16%
GCA
517
Genesee Capital Advisors
New York
$721K -$483K -5,010 -37%
WCM
518
WealthBridge Capital Management
Ohio
$719K -$465K -4,829 -37%
CPCM
519
Cardinal Point Capital Management
Ontario, Canada
$714K -$193K -2,000 -20%
IMCOOI
520
Investment Management Corp of Ontario (IMCO)
Canada
$713K -$2.18M -22,653 -73%
AP
521
Atwood & Palmer
Missouri
$710K – – –
RSF
522
Rik Saylor Financial
Ohio
$707K +$964 +10 +0.1%
TWC
523
TD Waterhouse Canada
Ontario, Canada
$707K -$2.37M -24,577 -75%
ACA
524
Atlas Capital Advisors
Wyoming
$705K -$47.1K -489 -6%
PD
525
Point72 (DIFC)
United Arab Emirates
$703K +$787K +8,171 New