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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
501
Advisors Capital Management
New Jersey
$918K -$32K -322 -3%
CFO
502
Callan Family Office
Pennsylvania
$893K +$12K +121 +1%
OIAM
503
OFI Invest Asset Management
France
$891K +$525K +5,280 +153%
VCP
504
Verus Capital Partners
Arizona
$889K -$72.9K -733 -8%
BIG
505
Brooklyn Investment Group
New York
$886K +$367K +3,692 +74%
AG
506
Ascent Group
Virginia
$884K +$102K +1,024 +13%
AUB
507
Atlantic Union Bankshares
Virginia
$881K -$63.8K -641 -7%
CCIA
508
Campbell & Co Investment Adviser
Maryland
$880K -$313K -3,151 -27%
VSQM
509
V-Square Quantitative Management
Illinois
$874K -$61.8K -621 -7%
HA
510
Herold Advisors
New York
$868K -$14.9K -150 -2%
FFWM
511
Future Financial Wealth Management
Ohio
$868K -$40.8K -410 -5%
NDSIB
512
North Dakota State Investment Board
North Dakota
$866K -$157K -1,579 -16%
SC
513
Syon Capital
California
$853K +$323K +3,248 +64%
TPA
514
Trivium Point Advisory
Connecticut
$851K +$67.7K +681 +9%
BI
515
Bramshill Investments
Florida
$842K -$5.27K -53 -0.6%
MSA
516
MUFG Securities Americas
New York
$836K +$22.2K +223 +3%
RSF
517
Rik Saylor Financial
Ohio
$836K +$1.39K +14 +0.2%
SSWM
518
Strait & Sound Wealth Management
California
$831K +$895 +9 +0.1%
N
519
Natixis
France
$829K -$522K -5,252 -39%
RCM
520
RNC Capital Management
California
$817K – – –
CAM
521
Cresset Asset Management
Illinois
$816K +$121K +1,214 +18%
CRI
522
Colonial River Investments
Virginia
$816K -$9.85K -99 -1%
B
523
Bailard
California
$811K – – –
SAM
524
Securian Asset Management
Minnesota
$811K -$9.95K -100 -1%
EC
525
EntryPoint Capital
New York
$799K -$267K -2,684 -26%
19 20
21
22 23