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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
526
Bristlecone Advisors
Washington
$313K – – –
GT
527
Greenleaf Trust
Michigan
$313K +$10.2K +215 +4%
BAM
528
Blueshift Asset Management
New Jersey
$312K -$760K -15,949 -74%
CG
529
Colony Group
Massachusetts
$312K +$268K +5,629 New
FAIM
530
Financial Advocates Investment Management
Washington
$311K +$268K +5,617 New
MMG
531
Monetary Management Group
Missouri
$310K -$500K -10,500 -65%
ST
532
Smithfield Trust
Pennsylvania
$309K +$173K +3,635 +189%
BPA
533
Beacon Pointe Advisors
California
$301K +$259K +5,433 New
WT
534
Washington Trust
Rhode Island
$299K – – –
TW
535
TrinityPoint Wealth
Connecticut
$299K +$22.1K +465 +9%
PCS
536
Personal CFO Solutions
New Jersey
$298K +$1.43K +30 +0.6%
TWC
537
TD Waterhouse Canada
Ontario, Canada
$296K +$70.3K +1,475 +40%
VI
538
Vestcor Inc
New Brunswick, Canada
$294K -$1.48M -31,066 -85%
NIMI
539
Natixis Investment Managers International
France
$293K +$253K +5,304 New
GWM
540
Gitterman Wealth Management
New Jersey
$289K +$24.5K +515 +11%
TYCC
541
Texas Yale Capital Corp
Florida
$288K -$139K -2,925 -36%
AMG
542
Advisors Management Group
Wisconsin
$288K – – –
ESB
543
Essex Savings Bank
Connecticut
$286K – – –
CWG
544
Crown Wealth Group
North Carolina
$285K +$245K +5,150 New
CA
545
Cullinan Associates
Kentucky
$284K – – –
CI
546
Cigna Investments
Connecticut
$279K -$68.9K -1,447 -22%
C
547
Covestor
United Kingdom
$278K +$124K +2,610 +109%
WWG
548
West Wealth Group
California
$277K – – –
MGIA
549
Moneta Group Investment Advisors
Missouri
$275K +$42.5K +893 +22%
ACM
550
Advisors Capital Management
New Jersey
$274K -$129K -2,709 -35%
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