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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PNAA
526
Pictet North America Advisors
Switzerland
$324K – – –
XT
527
XTX Topco
Cayman Islands
$324K +$8.99K +178 +3%
OSAM
528
O'Shaughnessy Asset Management
Connecticut
$323K +$7.27K +144 +2%
O
529
Ossiam
France
$322K -$1.2M -23,862 -79%
BCV
530
Banque Cantonale Vaudoise
Switzerland
$322K -$449K -8,900 -58%
OC
531
Oppenheimer & Co
New York
$320K +$3.08K +61 +1%
SEP
532
Southland Equity Partners
Missouri
$315K -$2.88K -57 -0.9%
IF
533
Intrua Financial
Texas
$313K -$837K -16,582 -73%
MCCP
534
Mission Creek Capital Partners
California
$313K -$14.9K -295 -4%
ASC
535
Atalanta Sosnoff Capital
New York
$310K – – –
CCA
536
Checchi Capital Advisers
California
$304K +$50.5K +1,000 +20%
SCM
537
Stevens Capital Management
Pennsylvania
$303K +$43.7K +865 +17%
PPP
538
Private Portfolio Partners
New Jersey
$302K +$101 +2 +0%
GAG
539
GM Advisory Group
New York
$302K – – –
PWP
540
Principle Wealth Partners
Connecticut
$302K – – –
GSIAS
541
Garden State Investment Advisory Services
New Jersey
$299K +$300K +5,939 New
KACA
542
Kayne Anderson Capital Advisors
California
$299K – – –
CF
543
Centaurus Financial
California
$298K +$17.6K +349 +6%
IWC
544
Integrated Wealth Concepts
Massachusetts
$291K +$294K +5,832 New
MS
545
Maven Securities
Jersey
$289K +$27.7K +549 +10%
GAM
546
Griffin Asset Management
New York
$288K -$33.7K -668 -10%
ISWM
547
Independent Solutions Wealth Management
New York
$286K +$101 +2 +0%
FHA
548
Flagship Harbor Advisors
Massachusetts
$284K -$2.12K -42 -0.7%
PA
549
Profund Advisors
Maryland
$278K -$7.17K -142 -2%
SW
550
SteelPeak Wealth
California
$276K +$276K +5,473 New
20 21
22
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