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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
526
Bluefin Capital Management
New York
$242K +$250K +5,560 New
KWM
527
Kingsview Wealth Management
Oregon
$241K -$8.19K -182 -3%
GT
528
Greenleaf Trust
Michigan
$241K +$16.1K +357 +7%
CI Investments Inc
529
CI Investments Inc
Ontario, Canada
$240K +$12.2K +270 +5%
GC
530
Globeflex Capital
California
$237K
IAIM
531
International Assets Investment Management
Florida
$237K +$1.62K +36 +0.7%
IC
532
IEQ Capital
California
$237K +$246K +5,461 New
AIM
533
Axiom Investment Management
New York
$235K +$21.8K +485 +10%
WT
534
Washington Trust
Rhode Island
$234K
MA
535
Montag & Associates
Georgia
$227K +$235K +5,215 New
NFG
536
Nations Financial Group
Iowa
$226K -$12.9K -287 -5%
MCA
537
Morris Capital Advisors
Pennsylvania
$226K
AMG
538
Advisors Management Group
Wisconsin
$226K +$45 +1 +0%
XF
539
XML Financial
Maryland
$226K +$2.93K +65 +1%
BB
540
Busey Bank
Illinois
$226K +$233K +5,180 New
CA
541
Cullinan Associates
Kentucky
$223K
CFG
542
Cooper Financial Group
California
$222K
GLA
543
Good Life Advisors
Pennsylvania
$221K -$9.5K -211 -4%
TFA
544
Toth Financial Advisory
Virginia
$221K +$1.67K +37 +0.7%
Verition Fund Management
545
Verition Fund Management
Connecticut
$216K -$148K -3,299 -40%
IA
546
IndexIQ Advisors
New York
$216K +$10.9K +242 +5%
ACM
547
AlphaStar Capital Management
North Carolina
$216K +$213K +4,726 New
SF
548
Synovus Financial
Georgia
$216K +$224K +4,985 New
QCIG
549
Quad-Cities Investment Group
Iowa
$210K +$1.13K +25 +0.5%
PPP
550
Private Portfolio Partners
New Jersey
$208K +$90 +2 +0%