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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ASC
526
Atalanta Sosnoff Capital
New York
$301K -$8.58K -163 -3%
MC
527
Machina Capital
France
$301K +$325K +6,175 New
SEP
528
Southland Equity Partners
Missouri
$300K +$9.26K +176 +3%
GAG
529
GM Advisory Group
New York
$297K -$31.7K -602 -9%
PWP
530
Principle Wealth Partners
Connecticut
$295K -$55.8K -1,060 -15%
KACA
531
Kayne Anderson Capital Advisors
California
$292K – – –
NIMI
532
Natixis Investment Managers International
France
$291K +$36.2K +687 +13%
CGA
533
Crescent Grove Advisors
Illinois
$291K +$314K +5,975 New
TWC
534
TD Waterhouse Canada
Ontario, Canada
$291K +$36.8K +700 +14%
AMBIA
535
Allen Mooney & Barnes Investment Advisors
Georgia
$290K +$526 +10 +0.2%
VCA
536
Verdence Capital Advisors
Maryland
$288K +$5.95K +113 +2%
HNWAG
537
High Net Worth Advisory Group
Florida
$287K – – –
IAN
538
Integrated Advisors Network
Texas
$284K +$56.3K +1,070 +22%
SI
539
Stephens Inc
Arkansas
$280K +$303K +5,754 New
PPP
540
Private Portfolio Partners
New Jersey
$278K -$10.5K -199 -3%
BMSSC
541
B. Metzler seel. Sohn & Co
Germany
$275K – – –
CG
542
Colony Group
Massachusetts
$274K – – –
FHA
543
Flagship Harbor Advisors
Massachusetts
$274K +$43K +818 +17%
ST
544
Smithfield Trust
Pennsylvania
$269K -$1.58K -30 -0.5%
GT
545
Glenmede Trust
Pennsylvania
$268K -$51.7K -982 -15%
MGIA
546
Moneta Group Investment Advisors
Missouri
$267K +$27.4K +521 +10%
KWM
547
Kingsview Wealth Management
Oregon
$266K -$20.7K -393 -7%
DMBA
548
Deseret Mutual Benefit Administrators
Utah
$265K +$64.3K +1,221 +29%
WT
549
Washington Trust
Rhode Island
$263K – – –
CF
550
Centaurus Financial
California
$262K -$145K -2,760 -34%
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