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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
526
Wealthcare Advisory Partners
Pennsylvania
$356K -$38.2K -698 -10%
JWCA
527
J.W. Cole Advisors
Florida
$355K -$17.8K -325 -5%
PWP
528
Principle Wealth Partners
Connecticut
$355K – – –
GSIAS
529
Garden State Investment Advisory Services
New Jersey
$352K +$11.2K +204 +3%
EH
530
Equitable Holdings
New York
$346K -$16.1K -295 -5%
PPP
531
Private Portfolio Partners
New Jersey
$345K +$328 +6 +0.1%
TPW
532
Transatlantique Private Wealth
New York
$345K -$455K -8,303 -58%
HH
533
Hilltop Holdings
Texas
$345K -$624K -11,399 -65%
SWM
534
SFG Wealth Management
Maryland
$344K +$164 +3 +0%
IAIM
535
International Assets Investment Management
Florida
$342K -$2.02K -37 -0.6%
ASC
536
Atalanta Sosnoff Capital
New York
$338K – – –
AIMCA
537
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$335K – – –
IF
538
Intrua Financial
Texas
$333K -$5.2K -95 -2%
PI
539
PEAK6 Investments
Illinois
$333K +$321K +5,855 New
GSEP
540
Golden State Equity Partners
California
$333K +$320K +5,852 New
GAM
541
Griffin Asset Management
New York
$331K +$1.59K +29 +0.5%
DWM
542
Dakota Wealth Management
Florida
$330K +$72K +1,316 +29%
LCM
543
Laurion Capital Management
New York
$330K +$318K +5,800 New
ISWM
544
Independent Solutions Wealth Management
New York
$327K – – –
CAS
545
CTC Alternative Strategies
Illinois
$324K +$312K +5,700 New
SBH
546
Segall Bryant & Hamill
Illinois
$322K -$239K -4,372 -44%
FMP
547
Financial Management Professionals
Texas
$319K +$27.2K +496 +10%
GWM
548
Geneos Wealth Management
Colorado
$314K +$180K +3,287 +147%
CT
549
Coastline Trust
Rhode Island
$307K +$10.9K +200 +4%
EWM
550
Empirical Wealth Management
Washington
$304K -$1.05M -19,165 -78%
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