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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
526
Wellington Management Group
Massachusetts
$298K +$3.92K +83 +1%
SEP
527
Southland Equity Partners
Missouri
$297K -$17.7K -374 -6%
BFA
528
Beaumont Financial Advisors
Massachusetts
$296K -$188K -3,971 -67%
BA
529
Bristlecone Advisors
Washington
$295K
GT
530
Greenleaf Trust
Michigan
$284K -$5.29K -112 -2%
AIM
531
Axiom Investment Management
New York
$283K
WT
532
Washington Trust
Rhode Island
$283K
PCS
533
Personal CFO Solutions
New Jersey
$280K -$96.9K -2,051 -28%
GLA
534
Good Life Advisors
Pennsylvania
$280K +$11.9K +251 +5%
IC
535
IEQ Capital
California
$278K -$6.81K -144 -3%
XF
536
XML Financial
Maryland
$276K +$2.69K +57 +1%
NFG
537
Nations Financial Group
Iowa
$272K
AMG
538
Advisors Management Group
Wisconsin
$272K +$47 +1 +0%
FA
539
Fagan Associates
New York
$271K +$245K +5,175 New
ESB
540
Essex Savings Bank
Connecticut
$270K
CA
541
Cullinan Associates
Kentucky
$268K
TFA
542
Toth Financial Advisory
Virginia
$268K +$1.75K +37 +0.7%
RCG
543
Resource Consulting Group
Florida
$268K +$242K +5,123 New
PHK
544
Point72 Hong Kong
Hong Kong
$265K -$465K -9,840 -66%
MAM
545
Morse Asset Management
Connecticut
$262K +$236K +5,000 New
WWG
546
West Wealth Group
California
$261K +$236K +5,000 New
RJT
547
Raymond James Trust
Florida
$259K -$129K -2,733 -36%
BCM
548
Bluefin Capital Management
New York
$258K -$29.8K -630 -11%
TW
549
TrinityPoint Wealth
Connecticut
$258K +$233K +4,938 New
TSS
550
Two Sigma Securities
New York
$257K +$232K +4,909 New